A complete list of active advisors currently associated with Ascendant Capital Research, Ltd.

Warmer can help you find a great advisor at Ascendant Capital Research, Ltd. or one who fits your needs even better.

Ascendant Capital Research, Ltd. provides investment management and consulting services primarily to individual clients seeking wealth building, retirement planning, and personalized portfolio oversight. Its offerings include a total-portfolio personal portfolio management service, separately managed equity-focused accounts (including small- and mid-cap growth and equity income strategies), and periodic portfolio or wealth-building consultations. The firm’s investment approach blends fundamental, economic, and quantitative analysis with proprietary valuation and portfolio construction techniques developed by its lead investment professional with an academic background. It emphasizes a total-portfolio and layered asset-allocation process—coordinating assets across custodians, using direct equities, ETFs and closed-end funds, and aiming for cost- and tax-efficient implementation. Distinctively, the firm operates at a small scale as an effectively single portfolio manager operation and manages a limited client base—approximately $30 million in assets under management for 22 clients—rather than a broad institutional or high-net-worth clientele. The firm highlights its academic-based investment perspective, proprietary methods, and a history of sponsoring a small-cap fund (closed in 2016), and it reports investing alongside clients while avoiding performance-based fees or third-party sponsorship arrangements.

To learn more about the advisors currently working at Ascendant Capital Research, Ltd., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Reagan Brittain	Waxhaw, NC	3
Thomas Crawford	Waxhaw, NC	9

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