TRANSCEND CAPITAL ADVISORS, LLC

CRD 299723File 801-114435

APPROVED

Retail clients

Custody

Filing as of Jul 16, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.91B

Top 25% of cohort (national)

Discretionary AUM

$2.88B

Non-discretionary $29.9M

Clients

1,094

4,145 accounts

Employees

Top 25% of cohort in NJ

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Dec 12, 2018
Principal office: 7 GIRALDA FARMS, SUITE 300, MADISON, NJ, 07940
Phone: (973) 370-3203
Website: https://www.linkedin.com/company/transcend-capital-advisors/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.91B
Discretionary AUM: $2.88B
Non-discretionary AUM: $29.9M
Discretionary accounts: 4,061
Non-discretionary accounts: 84
Total accounts: 4,145
AUM per client: $2.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	9	$37.7M
High net worth individuals	450	$2.42B
Pooled investment vehicles	12	$237.2M
Individuals (other than high net worth individuals)	623	$215.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.