# TRANSCEND CAPITAL ADVISORS, LLC

TRANSCEND CAPITAL ADVISORS, LLC of MADISON, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 299723
- Type: SEC-registered investment adviser
- SEC file number: 801-114435
- Location: 7 GIRALDA FARMS, SUITE 300, MADISON, NJ, 07940
- Phone: (973) 370-3203
- Latest filing: 2026-07-16
- Regulatory AUM: $2.9B
- Discretionary AUM: $2.9B
- Non-discretionary AUM: $29.9M
- Clients: 39
- Accounts: 4,145

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities, Investment cos

## Officers, owners & control persons (24)

| Name | Role | Location |
| --- | --- | --- |
| Schwartz S Robert | FOUNDING MEMBER | Minnetonka, MN |
| Brian James Gorczynski | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/ CCO; MANAGING PARTNER, CCO | — |
| Glen M Bushery | CHIEF FINANCIAL OFFICER | — |
| Matthew D Fassnacht | MANAGING PARTNER; PARTNER | — |
| Robert Paul Brown | MANAGING PARTNER; PARTNER | — |
| Jacob Grossman | MANAGING PARTNER; PRESIDENT | — |
| Paul Albert Edling Cummings | CHIEF COMPLIANCE OFFICER, CHIEF WEALTH OFFICER | — |
| Duncan Leigh Niederauer | MANAGING PARTNER; PARTNER | — |
| Richard Joseph Swift | MANAGING PARTNER | — |
| Vibhaw Kumar Arya | CHIEF WEALTH OFFICER | — |
| BROWN DAVID PAUL | MANAGING PARTNER | — |
| FASSNACHT MATTHEW D | MANAGING PARTNER | — |
| SWIFT RICHARD JOSEPH | MANAGING PARTNER | — |
| BAKA JAMES FRANCIS | CHIEF EXECUTIVE OFFICER | — |
| GORCZYNSKI BRIAN JAMES | MANAGING PARTNER; MANAGING PARTNER, CCO | — |
| GUENTHER MATTHEW PAUL | MANAGING PARTNER | — |
| BUSHERY GLEN M | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND INTERIM CHIEF COMPLIANCE OFFICER | — |
| ARYA VIBHAW KUMAR | CHIEF WEALTH OFFICER | — |
| NIEDERAUER DUNCAN LEIGH | FOUNDING MEMBER; MANAGING MEMBER; MANAGING PARTNER (+1 more) | — |
| DIDDEN JAMES MATTHEW | FOUNDING MEMBER; MANAGING MEMBER; MEMBER | — |
| HUGHES JAMES P | CHIEF COMPLIANCE OFFICER | — |
| LICHTENFELD MARK LAING | FOUNDING MEMBER | — |
| BRAGOLI ROBERT JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| GROSSMAN JACOB | MANAGING PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299723/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299723/similar
- Related entities: https://search.stillhousedata.com/firm/299723/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299723

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.