Ascension Capital Advisors, Inc.

RIASEC Registered

Total AUM

$939M

Discretionary

$832M

89% of AUM

Avg account

$1.4M

Accounts

670

Employees

Advisory reps

Firm details

Headquarters: Houston, Texas
CRD number: 109518
Registered since: September 15, 2000
Website: ascensioncapital.com
Custodians: CHARLES SCHWAB & CO., INC., JOHN HANCOCK DISTRIBUTORS LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI66.23%
Pension & Profit Sharing Plans26.46%
Individuals4.48%
Charitable Organizations2.16%
Corporations / Businesses0.67%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Ascension Capital Advisors, Inc. is an independently operated, individually owned RIA and capital allocator. It serves individuals, families, and institutions, and has been registered with the SEC since 2000. Its fees are based on assets under management or fixed charges. The firm provides financial planning and portfolio management for individuals, small businesses, and institutions. Its other services include pension consulting, selecting other advisers, and educational seminars and workshops.