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 registered investment adviser that has been SEC-registered since 2000. Structured as a corporation and owned by an individual, the firm serves both high-net-worth individuals and families as well as institutional clients. Its advisory offering centers on comprehensive financial planning and discretionary portfolio management for individuals, small businesses, and larger institutions, and it also provides pension consulting, manager selection, and client education through seminars and workshops. Ascension operates primarily on a percentage-of-AUM and fixed-fee basis, acts as a capital allocator to outside managers, and does not identify as an active ESG investor.