Firm
Ascendant Capital Research
Waxhaw, North Carolina
Fee-only
Ascendant Capital Research at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFA.
- Its Form ADV reports 2 employees and 22 individual clients.
- Its average account is about $1.4 million (assets it manages divided by its 22 accounts).
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Waxhaw, North Carolina |
|---|---|
| Phone | (704) 564-8320 |
Ascendant Capital Research fees
Ascendant Capital Research doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $30 million |
| Individual clients | 22 |
| Accounts managed | 22 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 14, 2026 |
| SEC record | CRD 284601 |