Wealth Manager
    SEC Registered
    Manages Private Funds

    The Ascent Group, LLC

    Registered investment advisor · Virginia Beach, Virginia · CRD #314424

    Assets Under Management
    $4.8B
    Client Accounts
    8,449
    Employees
    44
    CRD Number
    314424
    Registration
    SEC Registered
    Custodian
    Fidelity Brokerage Services Llc, Charles Schwab & Co., Inc., Assetmark Trust

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

    About The Ascent Group, LLC

    The Ascent Group, LLC is a SEC-registered investment advisory firm headquartered in Virginia Beach, Virginia, managing approximately $4.8B in regulatory assets across 8,449 client accounts. The firm's full regulatory record is filed with the SEC under CRD #314424.

    Fee Structure

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

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    Frequently Asked Questions

    What is The Ascent Group, LLC's AUM?

    The Ascent Group, LLC reports approximately $4.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is The Ascent Group, LLC headquartered?

    The Ascent Group, LLC is headquartered in Virginia Beach, Virginia.

    What is The Ascent Group, LLC's CRD number?

    The Ascent Group, LLC's CRD number is 314424. 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 The Ascent Group, LLC manage?

    The Ascent Group, LLC manages approximately 8,449 client accounts according to its latest SEC filing.

    Is The Ascent Group, LLC SEC registered?

    Yes, The Ascent Group, LLC is registered with the SEC as an investment adviser with an approved registration status.

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