Institutional
    SEC Registered

    Ascension Investment Management

    Registered investment advisor · St. Louis, Missouri · CRD #159767

    Assets Under Management
    $40.8B
    Client Accounts
    12
    Employees
    27
    CRD Number
    159767
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Ascension Investment Management

    Ascension Investment Management, LLC ("AIM"), a subsidiary of Ascension, evolved from the Treasury Services and Investment Group, of Ascension Health, which is one of the leading Catholic nonprofit healthcare systems in the country. As an SEC-registered investment adviser, Ascension Investment Management was formed to provide advisory services in accordance with socially responsible investment guidelines. We provide investment advice and consulting services to institutional investors. We offer

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Ascension Investment Management

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    Frequently Asked Questions

    What is Ascension Investment Management's AUM?

    Ascension Investment Management reports approximately $40.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Ascension Investment Management headquartered?

    Ascension Investment Management is headquartered in St. Louis, Missouri.

    What is Ascension Investment Management's CRD number?

    Ascension Investment Management's CRD number is 159767. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Ascension Investment Management manage?

    Ascension Investment Management manages approximately 12 client accounts according to its latest SEC filing.

    Is Ascension Investment Management SEC registered?

    Yes, Ascension Investment Management is registered with the SEC as an investment adviser with an approved registration status.

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