Overview
Assets Under Management: $446 million
Headquarters: BEND, OR
High-Net-Worth Clients: 14
Average Client Assets: $10 million
Frequently Asked Questions
ASCENT CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #131423), ASCENT CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ASCENT CAPITAL MANAGEMENT, LLC is headquartered in BEND, OR.
ASCENT CAPITAL MANAGEMENT, LLC serves 14 high-net-worth clients according to their SEC filing dated June 06, 2025. View client details ↓
According to their SEC Form ADV, ASCENT CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
ASCENT CAPITAL MANAGEMENT, LLC manages $446 million in client assets according to their SEC filing dated June 06, 2025.
According to their SEC Form ADV, ASCENT CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 14
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 30.55
Average High-Net-Worth Client Assets: $10 million
Total Client Accounts: 1,205
Discretionary Accounts: 1,197
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 131423
Filing ID: 1996185
Last Filing Date: 2025-06-06 11:17:00
Website: https://compliance-risk.com