{
  "crd_number": 307667,
  "slug": "ascend-investment-partners-ogden-ut-307667",
  "primary_business_name": "ASCEND INVESTMENT PARTNERS",
  "legal_name": "KESLER, NORMAN & WRIDE, LLC",
  "dbas": [
    "ENJOYABLE RETIREMENT"
  ],
  "city": "Ogden",
  "state": "UT",
  "country": "United States",
  "cbsa_code": "36260",
  "metro": {
    "cbsa_code": "36260",
    "common_name": "Ogden",
    "msa_name": "Ogden, UT",
    "path": "/advisors/ut/ogden"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-04-23",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-06-24",
  "carried_forward": false,
  "raum_total": 661412755.0,
  "raum_discretionary": 659280831.0,
  "raum_non_discretionary": 2131924.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 9,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 14840059.0,
      "count": 8
    },
    "individuals": {
      "raum": 172680133.0,
      "count": 748
    },
    "pension_profit_sharing": {
      "raum": 14572427.0,
      "count": 15
    },
    "high_net_worth_individuals": {
      "raum": 447805661.0,
      "count": 183
    },
    "corporations_other_businesses": {
      "raum": 11514475.0,
      "count": 7
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "ID",
    "NH",
    "NM",
    "NV",
    "NY",
    "OR",
    "TX",
    "UT",
    "WA",
    "WY"
  ],
  "websites": [
    "https://ascendinvestment.com",
    "https://youtube.com/channel/UCBln0ex-YS0bC1VTGVCA85A"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/307667",
  "city_as_filed": "OGDEN",
  "url": "https://advisorcensus.com/firm/ascend-investment-partners-ogden-ut-307667",
  "display_name": "Ascend Investment Partners",
  "summary": "Ascend Investment Partners is an SEC-registered investment advisory firm in Ogden, UT, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 24, 2026.",
  "citation": "AdvisorCensus. Ascend Investment Partners (CRD 307667): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Ascend Investment Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Ascend Investment Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "What does Ascend Investment Partners' brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 9, 2026 states: Asset-based fee: up to 1% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Ascend Investment Partners located?",
      "a": "Ascend Investment Partners' principal office is in Ogden, UT, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Ascend Investment Partners registered with the SEC or a state?",
      "a": "Ascend Investment Partners is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 307667."
    },
    {
      "q": "How much does Ascend Investment Partners manage?",
      "a": "Ascend Investment Partners reports $661,412,755 in regulatory assets under management in its Form ADV filing dated June 24, 2026 (100% discretionary)."
    },
    {
      "q": "How have Ascend Investment Partners' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Ascend Investment Partners: Regulatory assets under management: $384,858,939 in the October 2021 data and $661,412,755 in the October 2026 data, up 72%. Total employees: 9 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Ascend Investment Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (748); high net worth individuals (183); pension and profit sharing plans (but not the plan participants or government pension plans) (15)."
    },
    {
      "q": "Which custodians does Ascend Investment Partners use?",
      "a": "Ascend Investment Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC and Trade-PMR Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Ascend Investment Partners report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/307667"
    },
    {
      "q": "What changed in Ascend Investment Partners' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Added the business name Enjoyable Retirement. Employees performing advisory functions went from 6 to 5. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 384858939.0,
      "total_employees": 9,
      "filing_date": "2021-03-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 493388105.0,
      "total_employees": 9,
      "filing_date": "2022-02-14"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 456333797.0,
      "total_employees": 9,
      "filing_date": "2023-03-09"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 510972642.0,
      "total_employees": 9,
      "filing_date": "2024-06-10"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 618803317.0,
      "total_employees": 9,
      "filing_date": "2025-06-13"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 661412755.0,
      "total_employees": 9,
      "filing_date": "2026-06-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Added the business name Enjoyable Retirement.",
        "Employees performing advisory functions went from 6 to 5.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Item 11 disclosure answers changed: 0 yes answers, previously 2 (now no: 11.D(2), 11.D(5))."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 9, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1% of assets a year",
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Fees based on a percentage of managed Plan assets will not exceed 1.00%."
        ]
      }
    ],
    "quotes": [
      "Fees based on a percentage of managed Plan assets will not exceed 1.00%."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Altruist Financial LLC",
      "name_as_filed": "ALTRUIST FINANCIAL LLC",
      "affiliated": false
    },
    {
      "name": "Trade-PMR Inc.",
      "name_as_filed": "TRADE-PMR INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/ascend-investment-partners-ogden-ut-307667.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 748,
      "fewer_than_5": false,
      "raum": 172680133.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 183,
      "fewer_than_5": false,
      "raum": 447805661.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 15,
      "fewer_than_5": false,
      "raum": 14572427.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 8,
      "fewer_than_5": false,
      "raum": 14840059.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 7,
      "fewer_than_5": false,
      "raum": 11514475.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/307667",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}