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- Custodian
- Altruist · First Clearing · Trade-PMR · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between August 22, 2025 and June 24, 2026, reported AUM increased 6.9%, from $618.8M to $661.4M.
Across 5 reported observations, AUM increased 34.1% between November 4, 2022 and June 24, 2026, from $493.4M to $661.4M.
Of the latest reported AUM, 99.7% is discretionary and 0.3% is non-discretionary.
The firm reports 5 advisory representatives and 961 clients, or 192.2 clients per representative. That equates to $688.3K in reported AUM per client.
The profile lists 2 reported office locations and 6 years in operation. The source data was last updated on June 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Ascend Investment Partners record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Ascend Investment Partners has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Ascend Investment Partners's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.