ASCENSION CAPITAL ADVISORS, INC.

CRD 109518File 801-57951

APPROVED

Retail clients

Custody

Filing as of Jun 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$938.5M

Above cohort median (national)

Discretionary AUM

$832.4M

Non-discretionary $106.1M

Clients

240

670 accounts

Employees

Above cohort median in TX

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: FWRO
Registration date: Sep 15, 2000
Principal office: 4900 WOODWAY DRIVE, SUITE 1150, HOUSTON, TX, 77056
Phone: 713-952-6900
Website: HTTP://WWW.ASCENSIONCAPITAL.COM/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $938.5M
Discretionary AUM: $832.4M
Non-discretionary AUM: $106.1M
Discretionary accounts: 634
Non-discretionary accounts: 36
Total accounts: 670
AUM per client: $3.9M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	3	$6.3M
Charitable organizations	3	$20.2M
High net worth individuals	115	$621.6M
Pension and profit sharing plans	27	$248.4M
Individuals (other than high net worth individuals)	92	$42.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.