# Ascension Advisors

> Ascension Advisors is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 24, 2026.

- CRD: 337446
- Filed as: ASCENSION ADVISORS
- Legal name: Ascension Advisors Arizona, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Arizona
- Filing period: October 2026
- Form ADV filing dated: September 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/337446
- AdvisorCensus page: https://advisorcensus.com/firm/ascension-advisors-337446

## Quick answers

**How is Ascension Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Ascension Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Is Ascension Advisors registered with the SEC or a state?**
Ascension Advisors is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 337446.

**How much does Ascension Advisors manage?**
Ascension Advisors reports $21,549,455 in regulatory assets under management in its Form ADV filing dated September 24, 2026 (100% discretionary).

**How have Ascension Advisors' assets and staff changed since 2025?**
In the Form ADV data for Ascension Advisors: Regulatory assets under management: $0 in the October 2025 data and $21,549,455 in the October 2026 data. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Ascension Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (14); individuals (other than high net worth individuals) (5).

**Does Ascension Advisors 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/337446

**What changed in Ascension Advisors' recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $16,682,110 to $21,549,455 (+29%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $21,549,455
- Discretionary: $21,549,455
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $2,151,013 |
| High net worth individuals | 14 | $19,398,442 |

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

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ascensionadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 1 | July 14, 2025 |
| October 2026 | $21,549,455 | 1 | September 24, 2026 |

Regulatory assets under management: $0 in the October 2025 data and $21,549,455 in the October 2026 data.
Total employees: 1 in October 2025 and 1 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $16,682,110 to $21,549,455 (+29%).

### November 2025
- No longer lists the business name Ascension Advisors.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ascension Advisors (CRD 337446): Form ADV filing data as of October 2026.