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TRANSCEND CAPITAL ADVISORS, LLC

CRD 299723 · SEC 801-114435

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7 GIRALDA FARMS, SUITE 300, MADISON, NJ, 07940, United States

Phone

(973) 370-3203

Fax

(973) 314-4118

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.91B

Discretionary AUM

$2.88B

Team

39 total employees; 27 advisory reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals623$215.2M
High net worth individuals450$2.42B
Pooled investment vehicles12$237.2M
Corporations/business entities9$37.7M

States served

AZ, CA, CO, GA, ID, IL, IN, KY, LA, ME, MD, MA, MI, NE, NJ, NY, NC, OH, PA, RI, SC, UT, VA, WI, WA, TX, NH, HI, CT, FL

All web addresses on file

Official SEC filing: View on IAPD