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The fee is billed in advance.","source":"FORM ADV PART 2A AND 2B JUNE 2026, filed 30 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Ascension Capital Advisors use?","answer":"Ascension Capital Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $663M and John Hancock Distributors LLC (Boston, MA), with $163M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Ascension Capital Advisors have?","answer":"Ascension Capital Advisors has 7 investment adviser representatives registered with state securities authorities, out of 10 employees, and 7 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Ascension Capital Advisors invest in?","answer":"At the end of its last fiscal year, Ascension Capital Advisors’ separately managed accounts held 90% registered funds (mutual funds, ETFs, BDCs), 4% exchange-traded equities, 4% cash and equivalents and 2% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Ascension Capital Advisors?","answer":"Ascension Capital Advisors’ direct owner is Paul Thompson (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Ascension Capital Advisors get paid?","answer":"Ascension Capital Advisors is paid through a percentage of assets under management and fixed fees. 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