# Ascension Legacy Partners, Inc.

> Ascension Legacy Partners, Inc. is a state-registered investment advisory firm in Bala Cynwyd, PA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 8, 2026.

- CRD: 338567
- Filed as: ASCENSION LEGACY PARTNERS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bala Cynwyd, PA
- Filing period: October 2026
- Form ADV filing dated: July 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338567
- AdvisorCensus page: https://advisorcensus.com/firm/ascension-legacy-partners-inc-bala-cynwyd-pa-338567

## Quick answers

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

**Where is Ascension Legacy Partners, Inc. located?**
Ascension Legacy Partners, Inc.'s principal office is in Bala Cynwyd, PA, according to its Form ADV.

**Is Ascension Legacy Partners, Inc. registered with the SEC or a state?**
Ascension Legacy Partners, Inc. is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 338567.

**How much does Ascension Legacy Partners, Inc. manage?**
Ascension Legacy Partners, Inc. reports $0 in regulatory assets under management in its Form ADV filing dated July 8, 2026.

**Does Ascension Legacy Partners, Inc. report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/338567

## From the Form ADV filing

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

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA, TX
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/338567

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ascension Legacy Partners, Inc. (CRD 338567): Form ADV filing data as of October 2026.