Adviser Profile
| As of Date | 03/19/2026 |
| Registration status | Registration Changed to ASCENT FINANCIAL GROUP LLC |
| ADV Location | RICHMOND, VA, United States |
| Contact Info | 804 xxxxxxx |
| Websites |
| AUM* | 100,790,206 22% |
| of that, discretionary | 100,790,206 22% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 221,031 18% |
| % High Net Worth | 31.25% 68% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
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
1
1
1
1
Private Funds
No private funds