Ascension Capital Advisors, Inc.

RIASEC RegisteredEst. 2000

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 independent, individual-owned registered investment adviser that has operated since 2000. The firm serves both individual and family clients as well as institutional investors and acts as a capital allocator, recommending and placing capital with external managers when appropriate. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and educational seminars and workshops. Ascension charges fees as a percentage of assets under management and via fixed-fee arrangements. The firm is not identified as an active ESG investor.