RIA Intel›Advisers›North Carolina›ASCENDANT CAPITAL RESEARCH, LTD.

ASCENDANT CAPITAL RESEARCH, LTD.

Advisory

NC

Data as of Feb 14, 2026 · Source: SEC Form ADV

Average account

$1M

across 22 accounts

AUM per adviser

$30M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 14, 2026.

Total AUM

$30M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$30M

Discretionary AUM$27M

Non-Discretionary AUM$2M

Discretionary %92.3%

Total Clients22

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

22 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

AURORA STRATEGIC ADVISORS, LLC

$30M

DARDA FINANCIAL SERVICES, LLC

WINSTON-SALEM, NC

$30M

OPUS FINANCIAL ADVISORS, INC.

STATESVILLE, NC

$30M

GULFSTREAM CAPITAL, LLC

$30M

FOUR POINTS CAPITAL LLC

$29M

HAYDEN HARPER FINANCIAL, LLC

$29M

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