Transcend Capital Advisors, LLC

RIASEC RegisteredEst. 2018

Total AUM

$2.9B

Discretionary

$2.9B

99% of AUM

Avg account

$703K

Accounts

4,145

Employees

Advisory reps

Firm details

Headquarters: Madison, New Jersey
CRD number: 299723
Registered since: December 12, 2018
Website: www.transcendcapital.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI83.18%
Pooled Investment Vehicles8.14%
Individuals7.39%
Corporations / Businesses1.29%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Transcend Capital Advisors, LLC is an independent, SEC-registered Registered Investment Advisor formed as an LLC in 2018. The firm functions as a capital allocator and provides advisory services to both individual/family clients and institutional accounts. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, pension consulting, and selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM, hourly, and fixed-fee engagements. The firm does not position itself as an active ESG investor. It also reports industry roles beyond advisory work—serving as sponsor, general partner, and managing member for pooled vehicles it sponsors. Transcend has been recognized in Forbes’ RIA lists in 2022, 2023, and 2024.