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| Keyboard |
| Ascension Capital Advisors Inc
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|---|---|
| CRD # | 109518 |
| SEC # | 801-57951 |
| CIK # | 0001689227 |
| AUM | 938.5 M (2026-06-30) |
| Employees | 10 (70% Investors, 30% Brokers) |
| Fees | |
| Minimum | |
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
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