Transcend Advisor Group, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 311746
· SEC file 801-120108
· Milwaukee, WI
· transcendadvisorgroup.com
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ADV data as of Jul 10, 2026
- Regulatory AUM
- $253M
- Discretionary
- $253M
- Clients
- 360
- Avg AUM / client
- $703K
- Accounts
- 799
- Employees
- 5
AUM over time
$102M
$253M
Dec 8, 2020
Jul 10, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 300 | $88.0M | 34.8% |
| High net worth individuals | 60 | $165M | 65.2% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Charles Russell Eichner | Ceo, Cco | Oct 2020 (6y) | 50% – 75% | |
| Blair Allan Jamieson | Investment Advisor | CFP | Jul 2021 (5y) | 50% – 75% |
| Todd Patrick Obrien | Registered representative | Jan 2025 (2y) | ||
| Maximilian Campion Rusch | Registered representative | CFP | Jan 2025 (2y) | |
| Sam Kuklinski | Registered representative | CFA | Jul 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/10/2026 | 885 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 10, 2026.
View current Form ADV (SEC/IAPD) ↗