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 manages roughly $938 million with a compact team and serves individuals, high-net-worth clients, retirement plan sponsors, charitable organizations, and small businesses. The firm offers discretionary and non-discretionary portfolio management, retirement plan consulting, and financial planning and consulting services, and it coordinates implementation through third‑party money managers and separate account managers when applicable. Investment advice is tailored to each client’s risk capacity and objectives and typically emphasizes fixed‑income securities, mutual funds, ETFs and interval funds, with individual stocks purchased only on request. The firm maintains defensive cash positions as needed, uses sub‑advisors or TPMMs for portions of portfolios, provides quarterly written performance reports to clients, and discloses that the use of margin (borrowing) in accounts will increase account market value for fee calculation purposes. What distinguishes Ascension from many peers is its regular delivery of organized educational programs—including Financial Wellness workshops for plan sponsors and participants—offered on a fixed‑fee basis ($250–$2,000), alongside retirement plan participant education. The brochure also highlights work with private placements for accredited/qualified investors, use of interval funds and exposure to exchange‑traded products tied to digital currencies, and an active model of delegating portions of client assets to third‑party managers, each of which are less common among similarly sized advisory teams.

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.