← Tributary

ASCENSION CAPITAL ADVISORS, INC.

HOUSTON, TX · CRD 109518 · IAPD ↗ · ascensioncapital.com · 713-952-6900

$938.5MRegulatory AUM
7Advisory reps
10Employees
0Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
July 2026 — ASCENSION CAPITAL ADVISORS, INC. notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2026 — ASCENSION CAPITAL ADVISORS, INC. reported RAUM up 48% ($634.3M -> $938.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
July 2025 — ASCENSION CAPITAL ADVISORS, INC. grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.