{
  "crd_number": 311746,
  "slug": "transcend-advisor-group-llc-milwaukee-wi-311746",
  "primary_business_name": "TRANSCEND ADVISOR GROUP, LLC",
  "legal_name": "TRANSCEND ADVISOR GROUP, LLC",
  "dbas": [],
  "city": "Milwaukee",
  "state": "WI",
  "country": "United States",
  "cbsa_code": "33340",
  "metro": {
    "cbsa_code": "33340",
    "common_name": "Milwaukee",
    "msa_name": "Milwaukee-Waukesha, WI",
    "path": "/advisors/wi/milwaukee"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-03-02",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-07-10",
  "carried_forward": false,
  "raum_total": 253195518.0,
  "raum_discretionary": 253195518.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 88000000.0,
      "count": 300
    },
    "high_net_worth_individuals": {
      "raum": 165195518.0,
      "count": 60
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "WI"
  ],
  "websites": [
    "https://transcendadvisorgroup.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311746",
  "city_as_filed": "MILWAUKEE",
  "url": "https://advisorcensus.com/firm/transcend-advisor-group-llc-milwaukee-wi-311746",
  "display_name": "Transcend Advisor Group, LLC",
  "summary": "Transcend Advisor Group, LLC is an SEC-registered investment advisory firm in Milwaukee, WI, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 10, 2026.",
  "citation": "AdvisorCensus. Transcend Advisor Group, LLC (CRD 311746): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Transcend Advisor Group, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Transcend Advisor Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Transcend Advisor Group, LLC located?",
      "a": "Transcend Advisor Group, LLC's principal office is in Milwaukee, WI, according to its Form ADV; the August 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Transcend Advisor Group, LLC registered with the SEC or a state?",
      "a": "Transcend Advisor Group, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 311746."
    },
    {
      "q": "How much does Transcend Advisor Group, LLC manage?",
      "a": "Transcend Advisor Group, LLC reports $253,195,518 in regulatory assets under management in its Form ADV filing dated July 10, 2026 (100% discretionary)."
    },
    {
      "q": "How have Transcend Advisor Group, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Transcend Advisor Group, LLC: Regulatory assets under management: $102,000,000 in the October 2021 data and $253,195,518 in the October 2026 data, up 148%. Total employees: 3 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Transcend Advisor Group, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (300); high net worth individuals (60)."
    },
    {
      "q": "Does Transcend Advisor Group, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/311746"
    },
    {
      "q": "What changed in Transcend Advisor Group, LLC's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Employees performing advisory functions went from 4 to 5."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 102000000.0,
      "total_employees": 3,
      "filing_date": "2021-07-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 171417744.0,
      "total_employees": 3,
      "filing_date": "2022-03-04"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 169962521.0,
      "total_employees": 4,
      "filing_date": "2023-03-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 216234781.0,
      "total_employees": 4,
      "filing_date": "2024-09-09"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 206601562.0,
      "total_employees": 3,
      "filing_date": "2025-03-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 253195518.0,
      "total_employees": 5,
      "filing_date": "2026-07-10"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 5."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 4.",
        "Regulatory assets under management went from $206,601,562 to $253,195,518 (+23%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/transcend-advisor-group-llc-milwaukee-wi-311746.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 300,
      "fewer_than_5": false,
      "raum": 88000000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 60,
      "fewer_than_5": false,
      "raum": 165195518.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311746",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}