ASCENT CAPITAL PARTNERS, LLC
  • ASCENT CAPITAL PARTNERS, LLC
  • ASCENT CAPITAL PARNTERS, LLC
  • COMPASS WEALTH PLANNING, LLC
  • ASCENT PRIVATE CAPITAL, LLC

Adviser Profile

As of Date 04/01/2026
Registration SEC, Approved, 09/30/2025
Other registrations (6)
Former registrations

ASCENT CAPITAL PARTNERS, LLC

ADV Location SCOTTSDALE, AZ, United States
Contact Info (48 xxxxxxx
Websites
AUM* 172,002,374 -13%
of that, discretionary 169,979,905 -13%
Number of Employees 10
of those in investment advisory functions 2
Private Fund GAV* 91,352,295 21%
Avg Account Size 1,055,229 -24%
% High Net Worth 79.71% -3%
SMA’s No
Private Funds 8

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

195M 167M 139M 111M 84M 56M 28M
2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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