ASCENT FINANCIAL GROUP LLC

ASCENT FINANCIAL GROUP LLC of RICHMOND, VA is an SEC-registered investment adviser (CRD 325706). Regulatory assets under management: $100.8M.

Registration

• CRD: 325706
• SEC file number: 801-135535
• Type: Registered investment adviser
• Location: 413 STUART CIRCLE, SUITE 220, RICHMOND, VA, 23220
• Phone: 804-602-2121
• Latest filing: 2026-02-10
• Regulatory AUM: $100.8M
• Discretionary AUM: $100.8M
• Clients: 2
• Accounts: 456

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325706 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search