Transcendent Capital Group
- Bill JohnsonFinancial Advisor, Managing Partner · Company website
- Darrell JamesSenior Financial Advisor, Portfolio Manager · Company website
- Charles OliverSenior Financial Advisor, Portfolio Manager · Company website
- Emilio LopezOperations Manager · Company website
- Grant TarrantSenior Financial Advisor · Company website
How we got $1.3M
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
What they do
Transcendent Capital Group is a Securities and Exchange Commission registered investment advisor in Edmond, OK that offers financial advisory, planning, and portfolio management services to individuals, families, and business owners.
From the company's website. Industry: Financial advisors.
Customers & suppliers
Suppliers & brands
- Raymond James · brand it sells or installs
- Raymond James Bank · brand it sells or installs
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Transcendent Capital Group this business | $1.1M | — |
| FERRELL WEALTH MANAGEMENT INC Edmond · 3 employees | $1.3M | 0.0 mi |
| LEE INSURANCE AGENCY, INC Edmond · 2 employees | $492K | 0.1 mi |
| Goosehead Insurance - Patricia Hart Edmond | $815K | 0.1 mi |
| CONKIN FINANCIAL GROUP, INC. Edmond · 1 employees | $551K | 0.1 mi |
| HERITAGE INSURANCE ADVISORS Edmond · 3 employees | $412K | 0.1 mi |
| JOHN D MITCHELL & ASSOC Edmond · 3 employees | $1.4M | 0.2 mi |
The full calculation
Figures are shown toward the upper part of their range rather than at its middle.
Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.
| Estimated value = EBITDA × typical sale multiple | $1.3M |
| Multiple for this size and industry | 3× |
| Value range | $435K – $2.1M |
This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Portfolio Management and Investment Advice businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (41%). Treat these as a rough guide.
| Revenue range | $441K – $1.4M |
| EBITDA range | $181K – $585K |
| Industry (NAICS) | Portfolio Management and Investment Advice (523940) |
EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.
Benchmarks: US Economic Census 2022, OK. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Transcendent Capital Group
Transcendent Capital Group is a financial advisors company in Edmond, Oklahoma, in business since 2021. It is owned by Chad Ferrell (Financial Advisor, Managing Partner). Its estimated annual revenue is about $1.1M, with roughly $435K of EBITDA. Its estimated business value is $1.3M (likely range $435K–$2.1M).
Common questions
- Who owns Transcendent Capital Group?
- Transcendent Capital Group is owned by Chad Ferrell (Financial Advisor, Managing Partner), according to public sources such as the company's website or filings.
- How much revenue does Transcendent Capital Group make?
- SeeBITDA estimates Transcendent Capital Group's annual revenue at about $1.1M (likely between $441K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Transcendent Capital Group worth?
- About $1.3M, roughly 3× its estimated EBITDA of $435K, typical for a financial advisors company its size. Likely range: $435K–$2.1M.
- When was Transcendent Capital Group founded?
- Transcendent Capital Group has been in business since 2021.