Bloomfield Hills, MI Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Transcend Capital Advisors, LLC
Team
Firm-wide stats for Transcend Capital Advisors, LLC
About
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.
Based on Transcend Capital Advisors, LLC
Location
40705 Woodward Avenue, Suite 100
Bloomfield Hills MI 48304
Advisors at this office
3
Advisors at this office
Geri M
Series 63, Series 65
Bloomfield Hills, MI
Transcend Capital Advisors, LLC
Geri Mira is a financial advisor at Transcend Capital Advisors, LLC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at UBS Financial Services for 25 years before joining Transcend Capital Advisors. Transcend Capital Advisors manages approximately $2.9 billion and serves individual clients, family offices, trusts, estates, retirement plans, and private foundations. The firm offers holistic financial planning and portfolio management with a long-term, diversified investment approach that includes both marketable and non-marketable assets.
Bradford V
Series 66
Bloomfield Hills, MI
Transcend Capital Advisors, LLC
Bradford Vannelli is a Series 66-licensed advisor with 26 years of industry experience. He currently works at Transcend Capital Advisors, LLC and is also dually registered with Purshe Kaplan Sterling Investments, Inc. Prior to these roles, he spent nine years at UBS Financial Services. In addition to his advisory duties, Mr. Vannelli engages in insurance sales, dedicating a small portion of his time to this activity. Transcend Capital Advisors, LLC manages approximately $2.9 billion and serves individual clients, family offices, trusts, estates, retirement plans, and private foundations. The firm offers comprehensive financial planning and portfolio management with a focus on long-term, diversified asset allocation across a broad range of investment types, including privately offered pooled investment vehicles.
Richard D
Series 63, Series 66
Bloomfield Hills, MI
Transcend Capital Advisors, LLC
Richard Davis is a financial advisor with Transcend Capital Advisors, LLC in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and 20 years of industry experience. His prior roles include positions at UBS Financial Services, Inc. and Arax Advisory Partners. Transcend Capital Advisors manages approximately $2.9 billion and serves individual clients, family offices, trusts, estates, retirement plans, and private foundations. The firm employs a long-term, diversified investment approach across various asset classes and offers services including financial planning, portfolio management, retirement-plan advisory, and a sponsored wrap-fee program.
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