# Ascension Wealth Advisors

> Ascension Wealth Advisors is a state-registered investment advisory firm in Marietta, GA, registered since 2016, with no regulatory assets under management reported in its Form ADV filing dated January 21, 2026.

- CRD: 281580
- Filed as: ASCENSION WEALTH ADVISORS
- Legal name: SRF Financial, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Marietta, GA
- Filing period: October 2026
- Form ADV filing dated: January 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/281580
- AdvisorCensus page: https://advisorcensus.com/firm/ascension-wealth-advisors-marietta-ga-281580

## Quick answers

**How is Ascension Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Ascension Wealth Advisors reports these compensation arrangements: hourly charges; other.

**Where is Ascension Wealth Advisors located?**
Ascension Wealth Advisors' principal office is in Marietta, GA, according to its Form ADV.

**Is Ascension Wealth Advisors registered with the SEC or a state?**
Ascension Wealth Advisors is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 281580.

**What types of clients does Ascension Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (70); individuals (other than high net worth individuals) (4).

**Does Ascension Wealth 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/281580

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $0 |
| High net worth individuals | 70 | $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 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2016 (10 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ascension Wealth Advisors (CRD 281580): Form ADV filing data as of October 2026.