David Chad Ferrell
Investment adviser representative at Transcendent Capital Group
17 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$360.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Transcendent Capital Group LLCNov 2021 to now
- Private Client ServicesNov 2021 to now
- Wells Fargo Advisors Financial Network LLCMay 2009 to Nov 2021
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
Transcendent Capital Group
Legal name: Transcendent Capital Group LLC
$360.7MAssets managed
510Clients
9Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2446997
- Firm CRD
- 316872