ASCENT FINANCIAL ADVISORS

ASCENT FINANCIAL ADVISORS is an SEC-registered investment adviser (CRD 154140). Regulatory assets under management: $46.9M.

Registration

• CRD: 154140
• Type: Registered investment adviser
• Phone: 5033413708
• Latest filing: 2026-05-18
• Regulatory AUM: $46.9M
• Discretionary AUM: $46.9M
• Clients: 1
• Accounts: 30

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 154140 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search