Sarah Elizabeth Holmes
Investment adviser representative at Transcendent Capital Group
10 yearsExperience
1 stateRegistered in
$360.7MFirm assets
4 yearsFirm in business
Are you Sarah Elizabeth Holmes? Claim your profile
Contact this firm
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 Group, LLCAug 2025 to now
- EssMar 2025 to May 2025
- Phillips 66Jul 2020 to Mar 2025
- Oklahoma State UniversityAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (OK).
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
- 8147854
- Firm CRD
- 316872