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ASCENT FINANCIAL GROUP

ASCENT FINANCIAL GROUP LLC

CRD 325706 · SEC 801-135535

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413 STUART CIRCLE, SUITE 220, RICHMOND, VA, 23220, United States

Phone

804-602-2121

Fax

N/A

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$100.8M

Discretionary AUM

$100.8M

Team

2 total employees; 2 advisory reps

Clients

101-250

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-02-10

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals88$35.9M
High net worth individuals40$64.9M

States served

NY, NC, VA

All web addresses on file

Official SEC filing: View on IAPD