Ascent Capital Partners

Tel: 928-503-2437
5956 Sherry Lane, 20th Floor
Dallas, TX 75225
Ascent Capital Partners | Financial Advisor in Dallas ,TX

Protect Your Most Valuable Asset - Time.

About Ascent Capital Partners

Meaningful business relationships require real connections. As such, when managing a family's money, it's not enough just to have our interests aligned with our clients. As a Fiduciary, we aspire to foster a genuine, human connection built on trust and the desire to help families prosper.

We handpick our partners and clients. Each of our family relationships is long-term and extremely valuable to us. We do our best for people that we have authentic relationships with.

We don't subscribe to cookie-cutter investment strategies. Our process relies on implementing innovative, high-level investment strategies normally inaccessible to most. We custom-tailor our process to our clients' unique needs and always keep their best interests in mind.

Your family is unique - we are too. We offer specialized advisory services that offer access to complex financial planning strategies and private markets for those, such as entrepreneurs and medical professionals, who would benefit from alternative thinking.

Innovation in financial advisory means being at the cutting edge of opportunity. From public stocks to pre-IPOs, Venture Capital, Growth Capital, Real Estate - Hedge Funds, we help our clients responsibly diversify their portfolios into dynamic alternative investments.

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General Information

Firm Start Year:   2017
No. of Employees:   5-9
Name of Custodial Firm:   TD Ameritrade Institutional
States Licensed in:   AZ, TX
Foreign Languages Serviced:   English
Advisory Services Provided:   Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services


Investment Types:   Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Bonds, Stocks, Mutual Funds, Options & Futures, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Home, Our Office, Phone, Email, Your Office, Video Conference, Our Offices

Firm Information

Firm's Number of Clients:   40
Firm's Number of Planning Clients:   40
Firm's Number of Managed Clients:   40
Assets Managed by Firm:   45000000
Advisor's Number of Clients:   40
Advisor's Number of Managed Clients:   40
Advisor's Number of Planning Clients:   40
Assets Managed by Advisor:   45000000

Compensation and Fees

Fee Structure:   Fee-Only
Minimum Portfolio Size for New Managed Accounts:   3,000,000

Board Positions

Organization :   Platform Technology Group, Toronto, Canada
Position :   Advisory Board
Duration :   01/03/2018-Present

Financial Services

Portfolio Management

Rethink the traditional portfolio: Skirting conventional stock/bond ratio plays, we seek market inefficiencies looking to mitigating our downside while earning significant risk-adjusted returns. Our finger is always on the pulse of global economic trends, poised to pivot on our Risk-On, Risk-Off philosophy. During low-risk environments, we embrace high exposure in public investments. During high-risk market conditions, we pull back and wait for an opportunity to strike. At Ascent, we often recommend investments in venture capital, pre-IPO, growth capital, real estate and other alternative investments while providing special expertise outside the realm of ordinary wealth management. Our approach to investing is grounded in tried-and-true methods. We invest in fields where we are confident in our probability of long-term success for our partners.


Registered Investment Advisor:


Investment Advisor Representative:


Acknowledged fiduciary:


Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Office Hours

Mon. 9:00 AM - 6:00 PM
Tue. 9:00 AM - 6:00 PM
Wed. 9:00 AM - 6:00 PM
Thu. 9:00 AM - 6:00 PM
Fri. 9:00 AM - 6:00 PM

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