ST. LOUIS, MOCRD 159767Latest ADV January 22, 2026
Ascension Investment Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in St. Louis, MO.
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentCharitable represent 87.5% of total clients.
Top client categories% of clientsClients
1
Charitable
87.5%
7
2
Pooled Investment Vehicles
12.5%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$40.8Bas of January 22, 2026
Discretionary57.9%
$23.6B
58% of total RAUM57.9%
Non-discretionary42.1%
$17.2B
42% of total RAUM42.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$40.8B
Total Accounts12
10Y AUM Change+$7.7B (+23.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees27
Clients per Employee0:1
10Y Employee Change-1 (-3.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.