Team move
The Cullman/Holt Group
UBS → Ascend Advisory Group
What changed
Leads The Cullman/Holt Group, which left UBS for FiNet-affiliated Ascend Advisory Group with $1.3B in assets.
- Reported / discovered
- Sep 30, 2026
- Effective
- Not reported
- New role
- Managing Director
- Previous role
- Not reported
- Market
- Upper Arlington, OH
- Reported book
- $1.3B
- Reported team size
- 7 people
- Named people
- 1
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
WealthManagement — Alts ↗Sep 30, 2026 · Reporting
WealthManagement.com ↗Sep 30, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
3 observations consolidated into one event.
Oct 2, 2026Source evidence reconciled