# Transcend Advisor Inc.

> Transcend Advisor Inc. is a state-registered investment advisory firm, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 24, 2024.

- CRD: 328253
- Filed as: TRANSCEND ADVISOR INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Arizona
- Filing period: October 2026
- Form ADV filing dated: March 24, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328253
- AdvisorCensus page: https://advisorcensus.com/firm/transcend-advisor-inc-328253

## Quick answers

**How is Transcend Advisor Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Transcend Advisor Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Transcend Advisor Inc. registered with the SEC or a state?**
Transcend Advisor Inc. is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 328253.

**How much does Transcend Advisor Inc. manage?**
Transcend Advisor Inc. reports $0 in regulatory assets under management in its Form ADV filing dated March 24, 2024.

**Does Transcend Advisor Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/328253

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

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

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

### Firm details
- Registered since: 2023 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Transcend Advisor Inc. (CRD 328253): Form ADV filing data as of October 2026.