Best-in-State · rank 103 · Dothan, Alabama · listed firm: Fabbrini Wealth Management of Ascending Capital Management | Wells Fargo Advisors Financial Network
Identity & firm
- Firm — Fabbrini Wealth Management of Ascending Capital Management | Wells Fargo Advisors Financial Network (high)
- “Fabbrini Wealth Management of Ascending Capital Management | Wells Fargo Advisors Financial Network” — forbes_shook
- Parent company — Wells Fargo (high)
- “Ascending Capital Management is an independent practice that clears through Wells Fargo Advisors Financial Network (FiNet), an independent broker-dealer platform.” — firm_official
- Firm type — hybrid_ria (high)
- “Ascending Capital Management is an independent practice that clears through Wells Fargo Advisors Financial Network (FiNet), an independent broker-dealer platform.” — firm_official
- Team name — Fabbrini Wealth Management (high)
- “Fabbrini Wealth Management of Ascending Capital Management” — forbes_shook
- Team size — 2 (medium)
- “Roy L. Fabbrini III (President, CFP®) and Theresa Fabbrini Warren (Senior Vice President, CFP®)” — social_or_third_party_db
- CRD — 2349290 (high)
- “CRD #2349290” — sec_finra_regulatory
- Years experience — 33 (high)
- “Roy started his career in finance in 1993, giving him 33 years of experience in the financial services industry” — social_or_third_party_db
- Designations — CFP (high)
- “Roy L. Fabbrini III (President, CFP®)” — forbes_shook
Book of business
- Team AUM ($M) — 258 (high)
- “Team Assets (Custodied): $258M” — forbes_shook
- Account minimum ($M) — 0.5 (high)
- “Minimum account size for new business: $500K” — forbes_shook
- Typical client net worth ($M) — 2.25 (high)
- “Typical Net Worth of Relationships: $1.5-3M” — forbes_shook
- Client niche — generalist (low)
- “Typical size of Household accounts: $600K-2M” — forbes_shook
- Custodians — First Clearing LLC (medium)
- “Wells Fargo Advisors Financial Network uses First Clearing, LLC (a Wells Fargo subsidiary) as the primary clearing and custody firm” — firm_official
- Fee model — fee_plus_commission (medium)
- “Uses a combination of commission-based, fixed fees, and AUM-based fee structures” — professional_press
Positioning & marketing
- Website url — https://www.ascendingcapitalmanagement.com/ (high)
- Value proposition (verbatim) — To provide clients of substantial means a wealth management service that is both powerful and personal. (high)
- “To provide clients of substantial means a wealth management service that is both powerful and personal.” — firm_official
- Differentiators — Boutique-like feel with premier financial institution support, Tailored investment strategies with comprehensive expertise, Meticulous estate planning and tax optimization, Multi-generational wealth management practice (medium)
- “Maintaining a boutique-like feel with the fortified support of a premier financial institution, with the partnership enhancing ability to provide comprehensive expertise from tailored investment strategies to meticulous ” — firm_official
- Content marketing — none (medium)
- “No formal content marketing programs, blog posts, or published insights found; firm relies on website for client information.” — firm_official
- Has podcast — no (medium)
- “No evidence of podcasts hosted by Roy Fabbrini or Fabbrini Wealth Management.” — firm_official
- Books published — 0 (medium)
- “No published books found associated with Roy Fabbrini.” — social_or_third_party_db
- Linkedin url — https://www.linkedin.com/in/roy-fabbrini-50406110 (high)
- Social presence — linkedin_active (medium)
- “LinkedIn profiles active; no public Facebook, Twitter/X, Instagram, or TikTok accounts found.” — social_or_third_party_db
- Press awards — Forbes 2026 Best-In-State Wealth Advisor (Alabama), Wells Fargo Advisors Financial Network Platinum Council (2013-2023) (high)
- “Forbes 2026 Best-In-State Wealth Advisor” — forbes_shook
- “Wells Fargo Advisors Financial Network Platinum Council (2013-2023)” — social_or_third_party_db
Visual brand
- Has distinct logo — yes (medium)
- “Ascending Capital Management has a navy blue circular gradient logo designed by Treebird Branding.” — professional_press
- Logo url — gap: not_found_after_search
- Visual brand notes — Navy blue circular gradient logo with boutique wealth management aesthetic; clean, professional design reflecting premium positioning. (medium)
- “Navy blue circular gradient logo designed by Treebird Branding (ACM-Circle-Gradient-Navy)” — professional_press