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- Custodian
- Altruist · First Clearing · Trade-PMR · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-23-2020
- Office Locations
- 2
Office Locations
About Ascend Investment Partners
Ascend Investment Partners is a Utah-based, fee-only fiduciary RIA providing comprehensive financial planning and investment management, with a focus on helping clients plan for and live through retirement and often serving multiple generations of families. The team coordinates with tax and estate professionals and meets in Logan/Ogden or virtually via web conference. Custody includes Altruist and First Clearing.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRENT WARD KELLER
Financial Planner, Owner
- CRD
- #5905603
- Ownership
- 10% but less than 25%
GARRETT GILL SMITH
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #6191028
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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CHRISTOPHER DEAN KESLER
Financial Advisor
- CRD
- #6057896
PAUL M. NORMAN
Financial Advisor, General Partner
- CRD
- #1746793
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $659,280,831 | $311,422 |
| Non-Discretionary | $2,131,924 | $426,385 |
| Total | $661,412,755 | $311,693 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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