Ascendant Capital Research, Ltd.

Overview

Ascendant Capital Research, Ltd. is an independent registered investment adviser organized as a corporation that serves individual and family clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and supplements planning work with hourly fees. It operates as a single-office, single-state advisory practice under individual ownership and does not act as a capital allocator or affiliated fund sponsor. Ascendant does not characterize itself as an active ESG investor. Investment activity is weighted toward publicly traded equities and exchange-traded instruments, with the firm managing most client relationships on a discretionary basis. The practice also uses third-party hedge funds and insurance products such as annuities to supplement equity exposure where appropriate. Given the client base and asset scale, the firm appears geared toward bespoke portfolio management for a limited number of moderately sized household relationships.

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Location & Offices