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- Custodian
- Capital Group · Charles Schwab & Company · Lincoln Financial
- Clients
- Retail and Institutional
- Platforms
- Frontier legacy
- Established Date
- 06-05-2015
- Office Locations
- 1
Office Locations
About Ascendant Capital Management
Ascendant Capital Management is an independent, full-service RIA with no parent-company affiliation, delivering fiduciary, goal-based financial planning and portfolio management with ongoing coaching, regular communication, and rebalancing. The firm serves retail and institutional clients, including entrepreneurs, aligning strategy and risk controls to long-term objectives. Portfolios are primarily ETF-based, with additional use of mutual funds and investment-grade fixed income; custody includes Schwab.
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Owner & Executives
RICHARD MOON
President
- CRD
- #6025120
- Ownership
- 75% or more
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CHARLES LAWRENCE ARMENDAREZ
Financial Advisor, General Partner
- CRD
- #4370372
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,633,816 | -- |
| Non-Discretionary | $1,130,846 | -- |
| Total | $66,764,662 | -- |
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Separately Managed Accounts
Total SMA Asset: $66,764,662
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $982,152,439 | 28.1% |
| Public Funds | $859,820,284 | 24.6% |
| U.S. Government/Agency | $943,705,190 | 27.0% |
| Cash | $709,526,495 | 20.3% |
| Total | $3,495,204,408 | 100.0% |