Ascendant Advisors, LLC

Ascendant Advisors, LLC (CRD# 151127) is a financial advisory firm headquartered in Houston, TX. They manage $120,400,000 in 88 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    88
    ACCOUNTS
  • Average Account Value
    $1,368,182
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NJ, TX

Financial Advisors at Ascendant Advisors, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Todd C. Benson
CRD#: 3053409
Four Oaks Place, 1330 Post Oak Blvd, Ste1550, Houston, TX 77056
93
Wealthminder
score

Todd Benson (CRD# 3053409) is an Investment Advisor Representative working at Ascendant Advisors, LLC in Houston, TX and has over 6 years of experience in the finance industry.

2
Anthony A. Brown
CRD#: 4357369
Matthews, NC
93
Wealthminder
score

Anthony Brown (CRD# 4357369) is an Investment Advisor Representative working at Ascendant Advisors, LLC in Matthews, NC and has over 6 years of experience in the finance industry.

3
Mark J. Langerman
CRD#: 1354113
Four Oaks Place, 1330 Post Oak Blvd, Ste1550, Houston, TX 77056
93
Wealthminder
score

Mark Langerman (CRD# 1354113) is an Investment Advisor Representative working at Ascendant Advisors, LLC in Houston, TX and has over 31 years of experience in the finance industry.

4
James H. Lee
CRD#: 1616347
Four Oaks Place, 1330 Post Oak Blvd, Ste1550, Houston, TX 77056
93
Wealthminder
score

James Lee (CRD# 1616347) is an Investment Advisor Representative working at Ascendant Advisors, LLC in Houston, TX and has over 11 years of experience in the finance industry.

5
Daniel W. Schroder
CRD#: 5763876
Four Oaks Place, 1330 Post Oak Blvd, Ste1550, Houston, TX 77056
93
Wealthminder
score

Daniel Schroder (CRD# 5763876) is an Investment Advisor Representative working at Ascendant Advisors, LLC in Houston, TX and has over 6 years of experience in the finance industry.

6
Paul J. Seidman
CRD#: 4711344
Four Oaks Place, 1330 Post Oak Blvd, Ste1550, Houston, TX 77056
93
Wealthminder
score

Paul Seidman (CRD# 4711344) is an Investment Advisor Representative working at Ascendant Advisors, LLC in Houston, TX and has over 12 years of experience in the finance industry.

7
James M. Walker
CRD#: 1456393
Four Oaks Place, 1330 Post Oak Blvd, Ste1550, Houston, TX 77056
93
Wealthminder
score

James Walker (CRD# 1456393) is an Investment Advisor Representative working at Ascendant Advisors, LLC in Houston, TX and has over 11 years of experience in the finance industry.

8
Paul S. Wigdor
CRD#: 3242843
Four Oaks Place, 1330 Post Oak Blvd, Ste1550, Houston, TX 77056
93
Wealthminder
score

Paul Wigdor (CRD# 3242843) is an Investment Advisor Representative working at Ascendant Advisors, LLC in Houston, TX and has over 9 years of experience in the finance industry.

9
William C. Rogers
CRD#: 6317186
Four Oaks Place, 1330 Post Oak Blvd, Ste1550, Houston, TX 77056
89
Wealthminder
score

William Rogers (CRD# 6317186) is an Investment Advisor Representative working at Ascendant Advisors, LLC in Houston, TX and has over 2 years of experience in the finance industry.

10
James T. Jongebloed
CRD#: 6182652
Four Oaks Place, 1330 Post Oak Blvd, Ste1550, Houston, TX 77056
69
Wealthminder
score

James Jongebloed (CRD# 6182652) is an Investment Advisor Representative working at Ascendant Advisors, LLC in Houston, TX and has over 3 years of experience in the finance industry.

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