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ASCENSION CAPITAL ADVISORS, INC.
CRD 109518 · SEC 801-57951
4900 WOODWAY DRIVE, SUITE 1150, HOUSTON, TX, 77056, United States
Phone
713-952-6900
Fax
713-334-8023
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$938.5M
Discretionary AUM
$832.4M
Team
10 total employees; 7 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 92 | $42.1M |
| High net worth individuals | 115 | $621.6M |
| Pension/profit sharing plans | 27 | $248.4M |
| Charitable organizations | 3 | $20.2M |
| Corporations/business entities | 3 | $6.3M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD