ASCEND ADVISORY GROUP | SEPTEMBER 29, 2026
Ascend Advisory Group announces the addition of the Cullman/Holt Group, led by Jeff Cullman and Bruce Holt, bringing approximately $1.3B in client assets to the independent practice.
In the announcement, Cullman describes the appeal of Ascend’s combination of substantial resources, personalized service, and a collaborative advisor culture. The group joins an established business affiliated with Wells Fargo FiNet.
A move centered on independence, resources, and a collaborative culture.
Move at a glance
For the Cullman/Holt Group, the transition offers a way to pursue greater control over the business while working within an existing independent organization.
For a closer look at the team’s decision and Diamond Consultants’ role, read our Cullman/Holt Group transition case study.
