Ascendant Capital Research provides investment management and consulting services for individual clients. Founded in 1999 and led by Chief Investment Officer Thomas B. Crawford, the firm takes an academic approach to investing, combining fundamental analysis, economic research, and quantitative methods to build and manage portfolios. Ascendant Capital Research offers two main investment management programs: a personal portfolio management service that evaluates a client's total financial picture across all accounts, and a separately managed account service focused on targeted equity strategies. Additionally, the firm offers professional investment consultations to review current portfolios and analyze wealth-building strategies. The firm operates independently, receives no commissions or third-party payments, and acts with the authority to make trades on behalf of clients without asking first.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.65% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.35% |
Schedule reflects the Personal Portfolio Management service. The separately managed account service has a separate fee schedule starting at 0.85% for balances up to $1M, dropping to 0.65% for $1M-$2M, 0.50% for $2M-$4M, and 0.35% for balances above $4M.