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THE ASCENT GROUP, LLC
CRD 314424 · SEC 801-121182
192 BALLARD COURT, SUITE 400, VIRGINIA BEACH, VA, 23462, United States
Phone
757-499-8300
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.76B
Discretionary AUM
$4.75B
Team
44 total employees; 19 advisory reps; 6 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3303 | $943.8M |
| High net worth individuals | 874 | $2.59B |
| Pension/profit sharing plans | 65 | $933.1M |
| Charitable organizations | 16 | $115.3M |
| Corporations/business entities | 34 | $174.7M |
States served
AL, AZ, CA, CO, DE, GA, IL, KY, LA, MD, MA, MI, MN, MS, NE, NV, NJ, NY, NC, OH, PA, SC, TN, VA, WI, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD