INVESTMENTNEWS | OCTOBER 1, 2026
InvestmentNews features the Cullman/Holt Group’s move from UBS to Ascend Advisory Group in its roundup of advisor transitions across the industry.
Led by Jeff Cullman and Bruce Holt, the seven-person group brings approximately $1.3B in client assets to Ascend, joining through Wells Fargo Advisors Financial Network. The coverage also places the move within broader independent broker-dealer recruiting activity.
Seven team members | Approximately $1.3B in client assets | UBS → FiNet
Move at a glance
The transition adds another substantial team to Wells Fargo’s independent channel and expands Ascend’s advisory business.
For a closer look at the team’s decision and Diamond Consultants’ role, read our Cullman/Holt Group transition case study.
