Julie Hall Hebert
Investment adviser representative at Ascension Capital Advisors, Inc.
13 yearsExperience
1 stateRegistered in
$938.5MFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Ascension Capital Advisors, Inc.Jul 2025 to now
- The Hebert GroupAug 2019 to now
- Liberty IsdNov 2013 to Jul 2019
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Ascension Capital Advisors, Inc.
$938.5MAssets managed
240Clients
9Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7242401
- Firm CRD
- 109518