Ascension Capital Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Houston, TX. Its latest Form ADV filing, dated March 30, 2026, reports $939M in regulatory assets under management, 10 employees, and 670 accounts.
Assets Under Management
$939M
Employees
10
Offices
--
Total Clients
240
Primary office
HOUSTON, TX
4900 WOODWAY DRIVE, SUITE 1150, HOUSTON, TX, United States
Top client segmentHNWI represent 47.9% of total clients.
Top client categories% of clientsClients
1
HNWI
47.9%
115
2
Individuals
38.3%
92
3
Pension Plans
11.3%
27
4
Charitable
1.3%
3
5
Corporations
1.3%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$939Mas of March 30, 2026
Discretionary88.7%
$832M
89% of total RAUM88.7%
Non-discretionary11.3%
$106M
11% of total RAUM11.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$939M
Total Accounts670
10Y AUM Change+$686M (+271.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee24:1
10Y Employee Change+4 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.