Ascensus Financial Services, Llc.
$1.0B reported client assets across 5 advisory firms in FY2024 annual amendments
Reported client assets over time
Same-firm comparison: 4 firms that reported Ascensus Financial Services, Llc. in both FY2023 and FY2024 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018, 2019, 2020, 2021 are shown but partial — only FY2017: 3 cohort firms, FY2018: 3 cohort firms, FY2019: 3 cohort firms, FY2020: 3 cohort firms, FY2021: 3 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Retirement Resources Investment Corporation | $839M | $2.0B | 42.1% | 02/25/2025 |
| Booster, Llc | $123M | $240M | 51.4% | 02/03/2025 |
| Thirtynorth Investments, Llc | $39.3M | $344M | 11.4% | 03/10/2025 |
| Hazard & Siegel Advisory Services Llc | $39.2M | $378M | 10.4% | 04/01/2025 |
| Cypress Capital Wealth Management, Llc | $1.9M | $235M | 0.8% | 03/26/2025 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.