A complete list of active advisors currently associated with Ascension Capital Advisors, Inc.

Warmer can help you find a great advisor at Ascension Capital Advisors, Inc. or one who fits your needs even better.

Ascension Capital Advisors serves individuals (including high-net-worth clients), retirement plans, charitable organizations, and small businesses, offering discretionary and non-discretionary portfolio management, retirement plan consulting, financial planning, and private placement consulting for accredited/qualified investors. The brochure notes the firm also coordinates participant education and provides written reports and investment-related consulting to plan sponsors and participants. The firm tailors advice to each client’s risk tolerance and objectives and typically allocates assets among fixed income securities, mutual funds, ETFs, interval funds and money market instruments, with individual stocks purchased only on request. Ascension uses third‑party money managers and separate account managers, maintains defensive cash positions as market conditions warrant, and discloses that client‑authorized margin/borrowing may be employed and included in assets under management for fee calculations. Compared with many peers, Ascension documents a formal program of workshops and educational services (including financial‑wellness sessions for plan participants and other organizations) and discloses relationships with product sponsors and custodians that can include marketing, education, or promotional support and referral arrangements. The brochure also highlights services that are less common for similar teams, including private placement consulting for qualified investors and use of exchange‑traded products tied to digital currencies.

To learn more about the advisors currently working at Ascension Capital Advisors, Inc., 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.