Scott Schwinger
Ascension Capital Advisors · Houston, Texas
Scott Schwinger is a fee-only financial advisor at Ascension Capital Advisors in Houston, Texas. Scott 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 8248270 |
| Exams passed | Series 65 (2026) |
| Firm size | 10 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.ascensioncapital.com |
| Profile |
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Questions about Scott
Is Scott Schwinger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott 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 Scott charge for financial advice?
Scott's firm, Ascension Capital Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Scott Schwinger based?
Scott Schwinger is based in Houston, Texas.
What does Scott specialize in?
Scott's specialties include estate & legacy planning, tax planning, retirement planning and small business owners. Scott works with high earners.
Is Scott Schwinger registered with the SEC?
Yes. Scott Schwinger is registered as an investment adviser representative in TX (CRD 8248270), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Ascension Capital Advisors manage?
Ascension Capital Advisors reports $938.5M across 670 accounts in assets under management.
How do I contact Scott Schwinger?
Through Scott'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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