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The fee is billed in advance and is negotiable.","source":"TCG ADV PART 2A, filed 5 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Transcendent Capital Group use?","answer":"Transcendent Capital Group’s separately managed account assets are held at Raymond James Financial Services, Inc. (St. Petersburg, FL), with $361M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Transcendent Capital Group have?","answer":"Transcendent Capital Group has 9 investment adviser representatives registered with state securities authorities, out of 11 employees, and 9 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Transcendent Capital Group invest in?","answer":"At the end of its last fiscal year, Transcendent Capital Group’s separately managed accounts held 45% registered funds (mutual funds, ETFs, BDCs), 40% exchange-traded equities, 5% U.S. government and agency bonds, 5% cash and equivalents, 3% state and local bonds and 2% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Transcendent Capital Group?","answer":"Transcendent Capital Group’s direct owners are Bill Johnson (50% to 75%) and David Ferrell (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 5 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Transcendent Capital Group get paid?","answer":"Transcendent Capital Group is paid through a percentage of assets under management, hourly charges and fixed fees. 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