RIA Intelligence

ASCENSION CAPITAL ADVISORS, INC.

CRD #109518 SEC #801-57951 HOUSTON, TX 713-952-6900
SEC Registered
Total AUM
$634.3M
Discretionary
$616.5M
Employees
7
Clients
51
Accounts
519

AUM Over Time

DateJul 2025
Total AUM$634.3M
Discretionary$616.5M
Non-Disc.$17.8M
Employees7
Clients0
DateJun 2025
Total AUM$634.3M
Discretionary$616.5M
Non-Disc.$17.8M
Employees7
Clients0
DateMar 2025
Total AUM$634.3M
Discretionary$616.5M
Non-Disc.$17.8M
Employees8
Clients0
DateMar 2024
Total AUM$560.9M
Discretionary$544.3M
Non-Disc.$16.6M
Employees8
Clients1
DateJun 2023
Total AUM$511.1M
Discretionary$496.6M
Non-Disc.$14.5M
Employees8
Clients1
DateMay 2023
Total AUM$511.1M
Discretionary$496.6M
Non-Disc.$14.5M
Employees8
Clients1
DateMar 2023
Total AUM$511.1M
Discretionary$496.6M
Non-Disc.$14.5M
Employees8
Clients1
DateNov 2022
Total AUM$715.6M
Discretionary$703.4M
Non-Disc.$12.2M
Employees8
Clients1
DateMar 2022
Total AUM$715.6M
Discretionary$703.4M
Non-Disc.$12.2M
Employees8
Clients1
DateAug 2021
Total AUM$410.2M
Discretionary$396.9M
Non-Disc.$13.3M
Employees7
Clients0
DateMar 2021
Total AUM$410.2M
Discretionary$396.9M
Non-Disc.$13.3M
Employees7
Clients0
DateOct 2020
Total AUM$352.1M
Discretionary$352.1M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$352.1M
Discretionary$352.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$352.1M
Discretionary$352.1M
Non-Disc.$0
Employees7
Clients0
DateApr 2019
Total AUM$297.1M
Discretionary$297.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$297.1M
Discretionary$297.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$272.1M
Discretionary$272.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2017
Total AUM$252.6M
Discretionary$252.6M
Non-Disc.$0
Employees6
Clients500
DateJul 2016
Total AUM$238.6M
Discretionary$228.3M
Non-Disc.$10.3M
Employees7
Clients500
DateJun 2016
Total AUM$146.4M
Discretionary$136.1M
Non-Disc.$10.3M
Employees7
Clients489
DateJan 2016
Total AUM$146.4M
Discretionary$136.1M
Non-Disc.$10.3M
Employees6
Clients150
DateMar 2015
Total AUM$147.5M
Discretionary$135.7M
Non-Disc.$11.7M
Employees7
Clients141
DateMar 2014
Total AUM$135.9M
Discretionary$123.1M
Non-Disc.$12.8M
Employees6
Clients137
DateJul 2013
Total AUM$107.7M
Discretionary$96.9M
Non-Disc.$10.9M
Employees5
Clients117
DateMar 2013
Total AUM$107.7M
Discretionary$96.9M
Non-Disc.$10.9M
Employees5
Clients117
DateApr 2012
Total AUM$107.7M
Discretionary$97.3M
Non-Disc.$10.3M
Employees1
Clients119
DateApr 2011
Total AUM$102.8M
Discretionary$102.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$98.6M
Discretionary$98.6M
Non-Disc.$0
Employees5
Clients--
DateJun 2009
Total AUM$85.8M
Discretionary$78.8M
Non-Disc.$7M
Employees5
Clients--
DateMar 2008
Total AUM$126.4M
Discretionary$116.4M
Non-Disc.$10M
Employees5
Clients--
DateMar 2007
Total AUM$135.1M
Discretionary$106.5M
Non-Disc.$28.6M
Employees5
Clients--
DateMar 2006
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$77M
Discretionary$77M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$42.5M
Discretionary$42.5M
Non-Disc.$0
Employees5
Clients--