ASCENDANT CAPITAL MANAGEMENT

Overview

Ascendant Capital Management is a small, privately owned corporate RIA that focuses on discretionary portfolio management for individuals and small businesses while also offering pension consulting services and adviser-selection work. The firm lists insurance brokerage among its business activities, and its client base spans individual and family clients as well as institutional relationships. Fee arrangements include percentage-of-AUM billing and other fee models. Investment activity is concentrated in publicly traded equities, and the firm expresses a clear preference for equity exposure as the core of client portfolios. Ascendant is not positioned as an active ESG investor and is not set up as a multi-state adviser. Decision-making appears centralized and predominantly discretionary, with a very small amount of non‑discretionary business.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices