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- Custodian
- Charles Schwab & Company ยท John Hancock
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-17-1997
- Office Locations
- 2
Office Locations
About Ascension Capital Advisors, Inc.
Ascension Capital Advisors provides investment management and comprehensive financial planning for families and business owners, including 401(k) plan management for small- to mid-size businesses. The firm builds custom, risk-managed portfolios across equities, fixed income, and alternatives, and coordinates tax and estate planning with outside CPAs and attorneys. Custody supported via Charles Schwab; founded in 1997.
Team overview
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Custodian
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Technology
Owner & Executives
PAUL BUNDY THOMPSON
Chief Executive Officer, Client Advisor, President
- CRD
- #1334491
- Ownership
- 75% or more
PAUL BUNDY THOMPSON JR
Chief Compliance Officer
- CRD
- #5942704
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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DAVID HAMILTON BELDING
Client Advisor
- CRD
- #2441773
JEFFREY WARREN FARLEY
Senior Advisor
- CRD
- #1326180
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $832,433,123 | $1,312,986 |
| Non-Discretionary | $106,077,189 | $2,946,589 |
| Total | $938,510,312 | $1,400,762 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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