CRD: 284601
Ascendant Capital Research, Ltd.
Waxhaw, NC
7045648320
$29.8M Total AUM
$27.5M Disc. AUM
-- 3Y CAGR
2 Employees
22 ADV. Clients
9 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-15-2016
- Office Locations
- 1
Office Locations
-- Waxhaw NC
About Ascendant Capital Research, Ltd.
Ascendant Capital Research, Ltd. is a Waxhaw-based RIA. The firm has been operating for 9 years. Managing $29.8M in total assets under management, with 1 advisory representatives. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
46 AVG AGE
$29.8M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
6.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Capital prime Foundation momentum
Investment Themes
Unison Ember catalyst
Investment Vehicles
Value Frontier delta
Services
Vertex radial Summit unison Vertex harbor Ember focus Peak
Owner & Executives
Thomas Brice Crawford
Chief Compliance Officer, Chief Investment Officer, President
- CRD
- #6682828
- Ownership
- 75% or more
(945) 563-5952
eagle.wave@northcapital.com
in linkedin.com/in/matrix-legacy
Showing 1 of 1 owners & executives
Unlock allContacts
R
Reagan William Brittain
--
- CRD
- #7712530
(604) 336-1551
north.crest@catalystcapital.com
in linkedin.com/in/legacy-delta
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,454,707 | -- |
| Non-Discretionary | $2,301,619 | -- |
| Total | $29,756,326 | -- |
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Separately Managed Accounts
Total SMA Asset: $29,756,326
Equity - Exchange:
46.7% Cash:
53.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,077,099,586 | 46.7% |
| Cash | $4,653,306,379 | 53.3% |
| Total | $8,730,405,965 | 100.0% |