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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Ascension Capital Advisors Inc
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|---|---|
| CRD # | 109518 |
| SEC # | 801-57951 |
| CIK # | 0001689227 |
| AUM | $634.3 M (2025-07-07) |
| Employees | 7 (100% Investors, 43% Brokers) |
| Phone | 713-952-6900 |
| Address | 4900 Woodway Drive Houston, TX 77056 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Grayscale Bitcoin Trust BTC | 5.9 | ||
| Exxon Mobil Corp | 4.5 | ||
| Microsoft Corp | 2.6 | ||
| Apple Inc | 1.5 | ||
| J P Morgan Chase & Co | 0.4 | ||
| Royal Dutch Shell PLC | 0.4 | ||
| Mastercard Inc | 0.4 | ||
| EOG Resources Inc | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 79 | 35.2 |
| (b) Individuals (high net worth individuals) | 87 | 541.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 31.2 |
| (h) Charitable organizations | 3 | 19.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 7.1 |
| (n) Other | 0 | 0.0 |
| Total | 519 | 634.3 |
| By Discretionary | ||
| Discretionary | 486 | 616.5 |
| Non-Discretionary | 33 | 17.8 |
| Total | 519 | 634.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 634.3 | |
| Total | 519 | 634.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001689227] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
McCarthy & Cox Retirement & Estate Specialists LLC
✚
|
OH | 0.6 |
|
Bard Financial Services Inc
✚
|
CT | 0.6 |
|
Gibbs Wealth Management LLC
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|
GA | 0.6 |
|
Bluechip Wealth Advisors LLC
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|
GA | 0.6 |
|
Waller Financial Planning Group Inc
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|
OH | 0.6 |
|
John E Sestina and Company
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|
OH | 0.6 |
|
Klaas Financial Asset Advisors LLC
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|
IL | 0.6 |
|
MinichMacGregor Wealth Management LLC
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|
NY | 0.6 |
|
Summit Wealth Partners LLC
✚
|
FL | 0.6 |
|
CL Wealth Management LLC
✚
|
IL | 0.6 |