|
⚲
|
| Ascension Capital Advisors Inc
✚
|
|
|---|---|
| CRD # | 109518 |
| SEC # | 801-57951 |
| CIK # | 0001689227 |
| AUM | $938.5 M (2026-06-30) |
| Employees | 10 (70% Investors, 30% Brokers) |
| Phone | 713-952-6900 |
| Address | 4900 Woodway Drive Houston, TX 77056 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Grayscale Bitcoin MINI Trust BTC | 4.1 | ||
| Microsoft Corp | 3.5 | ||
| Apple Inc | 2.7 | ||
| Johnson & Johnson | 1.1 | ||
| J P Morgan Chase & Co | 1.0 | ||
| AbbVie Inc | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 92 | 42.1 |
| (b) Individuals (high net worth individuals) | 115 | 621.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 27 | 248.4 |
| (h) Charitable organizations | 3 | 20.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 6.3 |
| (n) Other | 0 | 0.0 |
| Total | 670 | 938.5 |
| By Discretionary | ||
| Discretionary | 634 | 832.4 |
| Non-Discretionary | 36 | 106.1 |
| Total | 670 | 938.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 938.5 | |
| Total | 670 | 938.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001689227] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Martin Javan von
✚
|
1.0 | |
|
CornerStone Planning Group Inc
✚
|
NJ | 1.0 |
|
EQ LLC
✚
|
0.9 | |
|
Emerald Advisors LLC
✚
|
WA | 0.9 |
|
Blankinship & Foster LLC
✚
|
CA | 0.9 |
|
Financial Solutions Advisory Group Inc
✚
|
IL | 0.9 |
|
Prevail Innovative Wealth Advisors LLC
✚
|
KS | 0.9 |
|
Galecki Financial Management Inc
✚
|
IN | 0.9 |
|
Old Mission Investment Company LLC
✚
|
MI | 0.9 |
|
Strategic Financial Concepts LLC
✚
|
TX | 0.9 |