A complete list of active advisors currently associated with Transcend Capital Advisors, LLC

Warmer can help you find a great advisor at Transcend Capital Advisors, LLC or one who fits your needs even better.

Transcend Capital Advisors, LLC manages roughly $2.9 billion and serves individual clients (including high‑net‑worth individuals) as well as entities such as family offices, trusts, estates, retirement and profit‑sharing plans, and private foundations. Its advisory offerings include holistic financial planning, discretionary and non‑discretionary portfolio management for individual accounts, retirement‑plan advisory and consulting, and a sponsored wrap fee program. The firm’s investment approach emphasizes long‑term, diversified asset allocation across marketable and non‑marketable investments, including equities, fixed income, mutual funds, ETFs, structured products, options and alternative investments. Transcend may recommend third‑party private placements and allocates portions of client portfolios to unaffiliated Independent Managers while retaining oversight and conducting ongoing monitoring with quarterly client contact and annual formal reviews. Distinctive among multi‑team advisors, Transcend acts as adviser, sponsor and manager to privately offered pooled investment vehicles whose offering documents govern investor qualifications (accredited investors and/or qualified purchasers) and which rely on exemptions under the Investment Company Act; affiliates of the firm serve as General Partners and the Funds may charge management fees and carried interest. The brochure also discloses that Transcend provides portfolio management for pooled vehicles, makes affiliated private funds available (including to non‑clients without individualized advice), and maintains custody‑related controls for those relationships (annual surprise exams and audited fund financials), as well as using performance presentations that include hypothetical performance.

To learn more about the advisors currently working at Transcend Capital Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.