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 7 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 32 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 12 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 7 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 13 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 12 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 10 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 3 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 4 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.