top of page

THE BEST
Insights From Our Office
Search


Ascend Advisory's Next Chapter: Addition of $1.3B AUM & Growing Through the Right Advisor Relationships
DUBLIN, OHIO — October 15, 2026 — Ascend Advisory Group continues its growth following the addition of The Cullman/Holt Group, a seven-person advisory team that joined Ascend with approximately $1.3 billion in assets under management.
The addition represents a significant expansion for Ascend, which previously reported approximately $2.5 billion in assets under management as of December 31, 2025. It also reflects Ascend's strategy of building relationships with established
Oct 193 min read


Ascend Expands with Addition of The Cullman/Holt Group and $1.3B
DUBLIN, OHIO — September 29, 2026 — Ascend announces the addition of The Cullman/Holt Group with approximately $1.3B of assets under management (as of 7/8/2026). The practice continues to expand its national reach and bring its model of independent thinking, scale and personalized investment advice to more clients.
Sep 293 min read
bottom of page
.png)