# ASCENT FINANCIAL GROUP LLC

ASCENT FINANCIAL GROUP LLC of RICHMOND, VA is an SEC-registered investment adviser.

## Registration

- CRD: 325706
- Type: SEC-registered investment adviser
- SEC file number: 801-135535
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Dustin Charles Newton | MANAGING MEMBER, CEO AND CHIEF COMPLIANCE OFFICER | — |
| Michael Patrick O'Shaughnessy | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/325706/brochure
- Similar advisers: https://search.stillhousedata.com/firm/325706/similar
- Related entities: https://search.stillhousedata.com/firm/325706/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/325706

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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.