Overview
Assets Under Management: $4.9 billion
Headquarters: VIRGINIA BEACH, VA
High-Net-Worth Clients: 803
Average Client Assets: $3 million
Frequently Asked Questions
THE ASCENT GROUP, 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 #314424), THE ASCENT GROUP, LLC is subject to fiduciary duty under federal law.
THE ASCENT GROUP, LLC is headquartered in VIRGINIA BEACH, VA.
THE ASCENT GROUP, LLC serves 803 high-net-worth clients according to their SEC filing dated November 24, 2025. View client details ↓
According to their SEC Form ADV, THE ASCENT GROUP, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
THE ASCENT GROUP, LLC manages $4.9 billion in client assets according to their SEC filing dated November 24, 2025.
According to their SEC Form ADV, THE ASCENT GROUP, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 803
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.52
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 7,304
Discretionary Accounts: 7,138
Non-Discretionary Accounts: 166
Regulatory Filings
CRD Number: 314424
Filing ID: 2029713
Last Filing Date: 2025-11-24 14:42:32
Website: 6