Adviser Profile

As of Date 02/10/2026
Registration SEC, Approved, 03/17/2026
Other registrations (2)
Former registrations

ASCENT FINANCIAL GROUP LLC

ADV Location RICHMOND, VA, United States
Contact Info 804 xxxxxxx
Websites
AUM* 100,790,206
of that, discretionary 100,790,206
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 221,031
% High Net Worth 31.25%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

101M 86M 72M 58M 43M 29M 14M
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees