Ascension Capital Advisors, Inc. Email Format
Financial ServicesTexas, United States2-10 Employees
Ascension Capital Advisors, Inc. operates as an independent financial services firm offering investment management alongside comprehensive financial planning on a fee basis. Founded in 1997 and based in Houston, Texas, the company serves a mix of individuals, families, corporate executives, private business owners, and foundations. The firm emphasizes a personalized approach and maintains a relatively small client base to tailor strategies to each client's unique circumstances. The organization positions itself as providing prudent guidance through experienced oversight and a broad perspective on clients' financial needs. In December 2021, reports noted that Ascension Capital Advisors participated in a transaction involving the acquisition of Cloudmed, a healthcare revenue intelligence services provider.