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- Custodian
- Charles Schwab & Company ยท John Hancock
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between July 7, 2025 and June 30, 2026, reported AUM increased 48.0%, from $634.3M to $938.5M.
Across 5 reported observations, AUM increased 31.1% between November 22, 2022 and June 30, 2026, from $715.6M to $938.5M.
Of the latest reported AUM, 88.7% is discretionary and 11.3% is non-discretionary.
The firm reports 7 advisory representatives and 240 clients, or 34.3 clients per representative. That equates to $3.9M in reported AUM per client.
The profile lists 2 reported office locations and 28 years in operation. The source data was last updated on June 30, 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 Ascension Capital Advisors, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Ascension Capital Advisors, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Ascension Capital Advisors, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.