CRD: 299723
Transcend Capital Advisors, LLC
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- Custodian
- Assetmark · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-12-2018
- Office Locations
- 6
Office Locations
About Transcend Capital Advisors, LLC
Transcend Capital Advisors is a fiduciary wealth manager serving both individuals and institutions, focused on delivering differentiated insights and an unconstrained set of investment solutions. The team builds portfolios using vehicles such as ETFs and other public funds, and can incorporate private funds where appropriate. A key distribution takeaway: principals personally invest in the same strategies they recommend, reinforcing alignment.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROBERT PAUL BROWN
Partner
- CRD
- --
- Ownership
- Less than 5%
GLEN M BUSHERY
Chief Financial Officer, Partner
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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Russell Babiarz
Wealth Advisor
- CRD
- #7727759
DANIEL RICHARD BEAUDETTE
Wealth Advisor
- CRD
- #5514020
Showing 2 of 22 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,884,544,298 | $710,304 |
| Non-Discretionary | $29,874,271 | $355,646 |
| Total | $2,914,418,569 | $703,117 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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