# Transcend Advisor Group, LLC

> 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.

- CRD: 311746
- Filed as: TRANSCEND ADVISOR GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Milwaukee, WI
- Filing period: October 2026
- Form ADV filing dated: July 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311746
- AdvisorCensus page: https://advisorcensus.com/firm/transcend-advisor-group-llc-milwaukee-wi-311746

## Quick answers

**How is Transcend Advisor Group, LLC compensated?**
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).

**Where is Transcend Advisor Group, LLC located?**
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).

**Is Transcend Advisor Group, LLC registered with the SEC or a state?**
Transcend Advisor Group, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 311746.

**How much does Transcend Advisor Group, LLC manage?**
Transcend Advisor Group, LLC reports $253,195,518 in regulatory assets under management in its Form ADV filing dated July 10, 2026 (100% discretionary).

**How have Transcend Advisor Group, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Transcend Advisor Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (300); high net worth individuals (60).

**Does Transcend Advisor Group, LLC report any disciplinary disclosures?**
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

**What changed in Transcend Advisor Group, LLC's recent Form ADV filings?**
In the August 2026 filing data: Employees performing advisory functions went from 4 to 5.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $253,195,518
- Discretionary: $253,195,518
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 300 | $88,000,000 |
| High net worth individuals | 60 | $165,195,518 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Mt Pleasant, WI
- Union Grove, WI

### Websites listed on Form ADV (Item 1.I)
- transcendadvisorgroup.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $102,000,000 | 3 | July 28, 2021 |
| October 2022 | $171,417,744 | 3 | March 4, 2022 |
| October 2023 | $169,962,521 | 4 | March 28, 2023 |
| October 2024 | $216,234,781 | 4 | September 9, 2024 |
| October 2025 | $206,601,562 | 3 | March 14, 2025 |
| October 2026 | $253,195,518 | 5 | July 10, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- Employees performing advisory functions went from 4 to 5.

### April 2026
- Employees performing advisory functions went from 3 to 4.
- Regulatory assets under management went from $206,601,562 to $253,195,518 (+23%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Transcend Advisor Group, LLC (CRD 311746): Form ADV filing data as of October 2026.