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ASCENT CAPITAL PARTNERS, LLC
CRD 291218 · SEC 801-134434
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $159K |
| High net worth individuals | 55 | $80.5M |
| Pooled investment vehicles | 7 | $91.4M |
States served
AZ, CA, TX
All web addresses on file
Official SEC filing: View on IAPD