Transcend Capital Advisors, LLC
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
FINTRXOverview
Transcend Capital Advisors, LLC is an independent, individually owned registered investment adviser that began SEC registration in 2018. The firm acts as a capital allocator for both individual and family clients and institutional accounts, offering financial planning and portfolio management for individuals, small businesses and pooled investment vehicles. Its advisory services also include selection of third‑party managers and pension consulting. Fee arrangements are flexible, combining percentage‑of‑AUM billing with hourly and fixed‑fee engagements. Transcend does not present itself as an active ESG investor. The firm has been listed among Forbes’ Top RIA Firms in 2022, 2023 and 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities49%
- Private Funds13%
- Public Funds/Mutual Funds12%
- Other10%
- Cash & Cash Equivalents7%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 270Active vs passive
$615M in ETFs
81%
$500M
10%
$115M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG) | State Street | Passive | Large Growth | $36.4M | 305,652 | 5.91% |
Location
Madison, NJ
Morris
Location
Madison, NJ
Headquartered in Madison, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Morris
- Address
- 7 Giralda Farms
- Time zone
- ET (UTC-5)
- Office locations
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