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ASCENT CAPITAL PARTNERS, LLC

CRD 291218 · SEC 801-134434

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16427 NORTH SCOTTSDALE ROAD, SUITE 410, SCOTTSDALE, AZ, 85254, United States

Phone

(480) 841-6956

Fax

(480) 718-7541

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$172.0M

Discretionary AUM

$170.0M

Team

10 total employees; 2 advisory reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-04-01

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers

Client types

TypeClientsAUM
Individuals7$159K
High net worth individuals55$80.5M
Pooled investment vehicles7$91.4M

States served

AZ, CA, TX

All web addresses on file

Official SEC filing: View on IAPD