Overview
Assets Under Management: $101 million
Headquarters: RICHMOND, VA
High-Net-Worth Clients: 40
Average Client Assets: $1.6 million
Frequently Asked Questions
ASCENT FINANCIAL GROUP 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 #325706), ASCENT FINANCIAL GROUP is subject to fiduciary duty under federal law.
ASCENT FINANCIAL GROUP is headquartered in RICHMOND, VA.
ASCENT FINANCIAL GROUP serves 40 high-net-worth clients according to their SEC filing dated February 10, 2026. View client details ↓
According to their SEC Form ADV, ASCENT FINANCIAL GROUP offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
ASCENT FINANCIAL GROUP manages $101 million in client assets according to their SEC filing dated February 10, 2026.
According to their SEC Form ADV, ASCENT FINANCIAL GROUP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.43%
Average Client Assets: $1.6 million
Total Client Accounts: 456
Discretionary Accounts: 456
Regulatory Filings
CRD Number: 325706
Filing ID: 2046311
Last Filing Date: 2026-02-10 09:03:00