Jordan Mathews
Ascension Capital Advisors · Houston, Texas
Jordan Mathews is a fee-only financial advisor at Ascension Capital Advisors in Houston, Texas. Jordan focuses on estate & legacy planning, tax planning and retirement planning. Ascension Capital Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- High earners
Facts
| Firm | Ascension Capital Advisors |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $938.5M across 670 accounts |
| SEC registration | Investment adviser representative in TX · CRD 5650543 |
| Exams passed | Series 65 (2008) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.ascensioncapital.com |
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Questions about Jordan
Is Jordan Mathews a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jordan holds no broker registration, and Ascension Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jordan charge for financial advice?
Jordan's firm, Ascension Capital Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jordan Mathews based?
Jordan Mathews is based in Houston, Texas.
What does Jordan specialize in?
Jordan's specialties include estate & legacy planning, tax planning, retirement planning and small business owners. Jordan works with high earners.
Is Jordan Mathews registered with the SEC?
Yes. Jordan Mathews is registered as an investment adviser representative in TX (CRD 5650543), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ascension Capital Advisors manage?
Ascension Capital Advisors reports $938.5M across 670 accounts in assets under management.
How do I contact Jordan Mathews?
Through Jordan's website, www.ascensioncapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Ascension Capital Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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