ASCENDANT ADVISORS, LLC
CRD #151127 SEC #801-72278 HOUSTON, TX 713-552-1880
SEC Registered Broker-Dealer
Total AUM
$125.2M
Discretionary
$124M
Employees
10
Clients
0
Accounts
57
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $125.2M | $124M | $1.3M | 10 | 0 |
| Mar 2020 | $125.2M | $124M | $1.3M | 10 | 0 |
| Mar 2019 | $149.2M | $148M | $1.2M | 10 | 0 |
| Feb 2018 | $155.1M | $153.6M | $1.5M | 10 | 0 |
| Mar 2017 | $136.6M | $134.6M | $2M | 10 | 26 |
| May 2016 | $120.4M | $118.4M | $2M | 11 | 26 |
| Mar 2016 | $132.9M | $132M | $900K | 11 | 26 |
| Mar 2015 | $118.8M | $109.2M | $9.6M | 11 | 26 |
| Oct 2014 | $121.9M | $103M | $18.9M | 11 | 26 |
| Sep 2014 | $121.9M | $103M | $18.9M | 11 | 26 |
| May 2014 | $121.9M | $103M | $18.9M | 11 | 26 |
| May 2014 | $121.9M | $103M | $18.9M | 11 | 26 |
| Mar 2014 | $121.9M | $103M | $18.9M | 12 | 26 |
| Mar 2014 | $121.9M | $103M | $18.9M | 12 | 26 |
| Mar 2014 | $121.9M | $103M | $18.9M | 12 | 26 |
| Sep 2013 | $89.8M | $87.9M | $1.9M | 11 | 26 |
| Aug 2013 | $89.8M | $87.9M | $1.9M | 11 | 26 |
| Mar 2013 | $65M | $61.8M | $3.2M | 11 | 26 |
| Feb 2013 | $66.9M | $63.7M | $3.2M | 11 | 26 |
| Jun 2012 | $66.9M | $63.7M | $3.2M | 6 | 26 |
| Mar 2012 | $54.2M | $51.7M | $2.5M | 6 | 26 |
| Jan 2012 | $54.2M | $51.7M | $2.5M | 6 | 26 |
| Jan 2012 | $54.2M | $51.7M | $2.5M | 6 | 26 |
| Jun 2011 | $31M | $26.7M | $4.4M | 10 | -- |
| Apr 2011 | $31M | $26.7M | $4.4M | 10 | -- |
| Apr 2011 | $31M | $26.7M | $4.4M | 10 | -- |
DateJun 2020
Total AUM$125.2M
Discretionary$124M
Non-Disc.$1.3M
Employees10
Clients0
DateMar 2020
Total AUM$125.2M
Discretionary$124M
Non-Disc.$1.3M
Employees10
Clients0
DateMar 2019
Total AUM$149.2M
Discretionary$148M
Non-Disc.$1.2M
Employees10
Clients0
DateFeb 2018
Total AUM$155.1M
Discretionary$153.6M
Non-Disc.$1.5M
Employees10
Clients0
DateMar 2017
Total AUM$136.6M
Discretionary$134.6M
Non-Disc.$2M
Employees10
Clients26
DateMay 2016
Total AUM$120.4M
Discretionary$118.4M
Non-Disc.$2M
Employees11
Clients26
DateMar 2016
Total AUM$132.9M
Discretionary$132M
Non-Disc.$900K
Employees11
Clients26
DateMar 2015
Total AUM$118.8M
Discretionary$109.2M
Non-Disc.$9.6M
Employees11
Clients26
DateOct 2014
Total AUM$121.9M
Discretionary$103M
Non-Disc.$18.9M
Employees11
Clients26
DateSep 2014
Total AUM$121.9M
Discretionary$103M
Non-Disc.$18.9M
Employees11
Clients26
DateMay 2014
Total AUM$121.9M
Discretionary$103M
Non-Disc.$18.9M
Employees11
Clients26
DateMay 2014
Total AUM$121.9M
Discretionary$103M
Non-Disc.$18.9M
Employees11
Clients26
DateMar 2014
Total AUM$121.9M
Discretionary$103M
Non-Disc.$18.9M
Employees12
Clients26
DateMar 2014
Total AUM$121.9M
Discretionary$103M
Non-Disc.$18.9M
Employees12
Clients26
DateMar 2014
Total AUM$121.9M
Discretionary$103M
Non-Disc.$18.9M
Employees12
Clients26
DateSep 2013
Total AUM$89.8M
Discretionary$87.9M
Non-Disc.$1.9M
Employees11
Clients26
DateAug 2013
Total AUM$89.8M
Discretionary$87.9M
Non-Disc.$1.9M
Employees11
Clients26
DateMar 2013
Total AUM$65M
Discretionary$61.8M
Non-Disc.$3.2M
Employees11
Clients26
DateFeb 2013
Total AUM$66.9M
Discretionary$63.7M
Non-Disc.$3.2M
Employees11
Clients26
DateJun 2012
Total AUM$66.9M
Discretionary$63.7M
Non-Disc.$3.2M
Employees6
Clients26
DateMar 2012
Total AUM$54.2M
Discretionary$51.7M
Non-Disc.$2.5M
Employees6
Clients26
DateJan 2012
Total AUM$54.2M
Discretionary$51.7M
Non-Disc.$2.5M
Employees6
Clients26
DateJan 2012
Total AUM$54.2M
Discretionary$51.7M
Non-Disc.$2.5M
Employees6
Clients26
DateJun 2011
Total AUM$31M
Discretionary$26.7M
Non-Disc.$4.4M
Employees10
Clients--
DateApr 2011
Total AUM$31M
Discretionary$26.7M
Non-Disc.$4.4M
Employees10
Clients--
DateApr 2011
Total AUM$31M
Discretionary$26.7M
Non-Disc.$4.4M
Employees10
Clients--