# Ascendant Capital Research, Ltd.

> Ascendant Capital Research, Ltd. is a state-registered investment advisory firm, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 14, 2026.

- CRD: 284601
- Filed as: ASCENDANT CAPITAL RESEARCH, LTD.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in North Carolina
- Filing period: October 2026
- Form ADV filing dated: February 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/284601
- AdvisorCensus page: https://advisorcensus.com/firm/ascendant-capital-research-ltd-284601

## Quick answers

**How is Ascendant Capital Research, Ltd. compensated?**
On its Form ADV (Item 5.E, October 2026), Ascendant Capital Research, Ltd. reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Is Ascendant Capital Research, Ltd. registered with the SEC or a state?**
Ascendant Capital Research, Ltd. is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 284601.

**How much does Ascendant Capital Research, Ltd. manage?**
Ascendant Capital Research, Ltd. reports $29,756,326 in regulatory assets under management in its Form ADV filing dated February 14, 2026 (92% discretionary).

**What types of clients does Ascendant Capital Research, Ltd. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (22).

**Does Ascendant Capital Research, Ltd. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/284601

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $29,756,326
- Discretionary: $27,454,707
- Non-discretionary: $2,301,619

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 22 | $29,756,326 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2016 (9 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ascendant Capital Research, Ltd. (CRD 284601): Form ADV filing data as of October 2026.