Daniel C. James

TRANSCENDENT CAPITAL GROUP

Edmond, OK 73034

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CRD#: 7974696

Professional summary

Daniel Cameron James, who also goes by Cam James, is a registered financial advisor currently at TRANSCENDENT CAPITAL GROUP located in Edmond, Oklahoma.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Daniel has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cam James

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

CAM Consolidated Benefits LLC; not investment-related; 2517 Brookdale Ave, Edmond OK 73034; Employee benefits insurance brokerage; owner/employee benefits consultant; began January 2022; approx. 40 hours/month; 0 hours during trading hours; Develop and maintain relationships with businesses, helping them improve their business through consulting on their employee benefits program.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Cameron James's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 7, 2024 - Present

TRANSCENDENT CAPITAL GROUP

Office #1: 1008 South Bryant Avenue Suite 250, Edmond, OK 73034

RIA

CRD#: 316872

Edmond, OK

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRANSCENDENT CAPITAL GROUP

TRANSCENDENT CAPITAL GROUP | TRANSCENDENT CAPITAL GROUP LLC

CRD#: 316872 / SEC#: 801-122512

RIA

Registered Investment Advisory firm - (10/15/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arkansas
(11/7/2024)

IAR

California
(11/7/2024)

IAR

Oklahoma
(11/7/2024)

IAR

Pennsylvania
(11/7/2024)

IAR

Texas
(11/7/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/15/2024

Uniform Investment Adviser Law Examination

Current Firm

TRANSCENDENT CAPITAL GROUP

TRANSCENDENT CAPITAL GROUP | TRANSCENDENT CAPITAL GROUP LLC

CRD#: 316872 / SEC#: 801-122512

RIA

Registered Investment Advisory firm - (10/15/2021 Approved)

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Contact information

Main Address

1008 South Bryant Avenue Suite 250, Edmond, OK 73034

Mailing Address

Phone number

(405) 341-9188

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TCG ADV PART 2A (3/5/2025)

Regulatory assets under management

Total Number of Accounts	1,229
AUM (Assets Under Management)	$ 312,086,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Daniel C. James

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Cameron James's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRANSCENDENT CAPITAL GROUP

Primary Firm SEC Registration

TRANSCENDENT CAPITAL GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 8/15/2024

Current Firm

TRANSCENDENT CAPITAL GROUP

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRANSCENDENT CAPITAL GROUP

TRUST BUT VERIFY

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