Transcend Capital Advisors, LLC

$2.91BAssets under management
as of Jul 2026 · SEC Form ADV
Madison, NJ
Visit website
17 people on Advicer connected to this.

Tech stack

No one at Transcend Capital Advisors, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $2.0B held · filed Oct 2024
Fidelity
Per Form ADV · $564M held · filed Oct 2024