# THE ASCENT GROUP, LLC

THE ASCENT GROUP, LLC of VIRGINIA BEACH, VA is an SEC-registered investment adviser.

## Registration

- CRD: 314424
- Type: SEC-registered investment adviser
- SEC file number: 801-121182
- Location: 192 BALLARD COURT, VIRGINIA BEACH, VA, 23462
- Phone: 757-499-8300
- Latest filing: 2026-03-30
- Regulatory AUM: $4.8B
- Discretionary AUM: $4.8B
- Non-discretionary AUM: $9.9M
- Clients: 44
- Accounts: 8,449

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| Jeffrey Michael Silverman | MANAGING PARTNER | — |
| Michael John Moss | PRESIDENT OF WEALTH SERVICES | — |
| Lyndsay Rachel Kim | CHIEF COMPLIANCE OFFICER | — |
| Holly Knight | PRESIDENT OF RETIREMENT PLAN SERVICES; RETIREMENT PLAN SERVICES PRACTICE LEADER | — |
| Jennifer Ann Bures | CHIEF OPERATING OFFICER | — |
| Christian Mango | PRESIDENT OF RETIREMENT PLAN SERVICES | — |
| WALSH JOHN PATRICK | MANAGING PARTNER,BOARD MEMBER | — |
| WALSH ROBERT BRIAN | PARTNER | — |
| SILVERMAN GARY MICHAEL | CHAIRMAN OF THE BOARD; MANAGING PARTNER | — |
| BURES JENNIFER ANN | VICE PRESIDENT | — |
| MOSS MICHAEL JOHN | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER & BOARD MEMBER | — |
| CRAFT JUSTIN RANDALL | MANAGING PARTNER, BOARD MEMBER | — |
| BATZEL MARK STEPHEN | PARTNER, BOARD MEMBER | — |
| STOCKMEIER DAVID WAYNE | PARTNER | — |
| STANLEY CRAIG MATTHEW | PARTNER | — |
| NICHOLSON KEVIN PATRICK | PARTNER | — |
| HOHMAN TINA MARIE | VICE PRESIDENT | — |
| MANGO CHRISTIAN | VICE PRESIDENT | — |


## Branch offices (12)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| WAYNE | PA | 6 | 610-688-4447 |
| WAYNE | PA | 6 | 610-688-4447 |
| LANDSDALE | PA | 1 | (610) 688-4447 |
| HADDONFIELD | NJ | 1 | 609-332-8602 |
| LANDSDALE | PA | 1 | 215-699-6993 |
| HILTON HEAD | SC | 1 | (757) 499-8300 |
| — | — | 1 | (571) 247-2152 |
| LANDSDALE | PA | 1 | (610) 688-4447 |
| HADDONFIELD | NJ | 1 | 609-332-8602 |
| HILTON HEAD | SC | 1 | (757) 499-8300 |
| LANDSDALE | PA | 1 | 215-699-6993 |
| — | — | 1 | (571) 247-2152 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/314424/brochure
- Similar advisers: https://search.stillhousedata.com/firm/314424/similar
- Related entities: https://search.stillhousedata.com/firm/314424/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/314424

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.