Daniel Cameron James
Investment adviser representative at Transcendent Capital Group
10 yearsExperience
5 statesRegistered in
$360.7MFirm assets
4 yearsFirm in business
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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
10 years in the industry.
- Transcendent Capital GroupAug 2022 to now
- James Wealth SolutionsAug 2022 to Aug 2024
- Cam Consolidated Benefits LLCJan 2022 to Aug 2024
- Frazier Fire LLCDec 2021 to Jan 2022
- Arthur J GallagherAug 2018 to Dec 2021
- Frazier Fire LLCMay 2018 to Jul 2018
- University of OklahomaJan 2016 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 5 states (AR, CA, OK, PA, 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
- 7974696
- Firm CRD
- 316872