Transce3nd LLC

RIASEC Registered

Total AUM

$419M

Discretionary

$419M

100% of AUM

Avg account

$160K

Accounts

2,619

Employees

Advisory reps

Firm details

Headquarters: Buda, Texas
CRD number: 317745
Registered since: September 30, 2022
Website: transcendim.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, AXOS CLEARING LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals56.9%
HNWI39.73%
Corporations / Businesses1.83%
Pension & Profit Sharing Plans1.27%
Investment Companies0.26%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Transce3nd LLC is an independent registered investment adviser organized as an LLC that registered with the SEC in 2022. The firm positions itself as a capital allocator for both individual/family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Its fees are charged as a percentage of assets under management and via fixed-fee arrangements. The firm identifies as an active ESG investor and maintains industry relationships with accounting and insurance firms to support client needs.