Ascension Advisors
Firm details
- Headquarters
- ,
- CRD number
- 337446
- Registered since
- July 14, 2025
- Website
- ascensionadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI90.02%
- Individuals9.98%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Ascension Advisors is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm reports a fee mix that includes percentage-of-AUM fees and fixed fees and describes its core advisory work as financial planning, portfolio management for individuals and small businesses, and running educational seminars or workshops. The firm is SEC-registered (2025), owned by an individual, and does not classify itself as a capital allocator. Ascension Advisors does not identify as an active ESG investor and is not listed as a multi-state adviser, pension consultant, or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities82%
- Public Funds/Mutual Funds13%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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