Adviser Profile
| As of Date | 10/02/2025 |
| Registration status | Registration Changed to ASCENT CAPITAL PARTNERS, LLC |
| ADV Location | SCOTTSDALE, AZ, United States |
| Contact Info | (48 xxxxxxx |
| Websites |
| AUM* | 197,007,279 86% |
| of that, discretionary | 195,078,864 87% |
| Number of Employees | 10 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,397,215 74% |
| % High Net Worth | 81.97% 2% |
| SMA’s | No |
| Private Funds | 0 7 |
Adviser Type
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
1
1
1
1