Transcend Capital Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Madison, NJ. Its latest Form ADV filing, dated March 31, 2026, reports $2.9B in regulatory assets under management, 39 employees, 4 offices, and 4,145 accounts.
Assets Under Management
$2.9B
Employees
39
Offices
4 offices
Total Clients
1,094
Primary office
MADISON, NJ
7 GIRALDA FARMS, SUITE 300, MADISON, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 56.9% of total clients.
Top client categories% of clientsClients
1
Individuals
56.9%
623
2
HNWI
41.1%
450
3
Pooled Investment Vehicles
1.1%
12
4
Corporations
0.8%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.9Bas of March 31, 2026
Discretionary99.0%
$2.9B
99% of total RAUM99.0%
Non-discretionary1.0%
$30M
1% of total RAUM1.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.9B
Total Accounts4,145
10Y AUM Change+$2.9B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees39
Clients per Employee28:1
10Y Employee Change+35 (+875.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.