Ascent Capital Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Scottsdale, AZ. Its latest Form ADV filing, dated April 1, 2026, reports $172M in regulatory assets under management, 10 employees, 1 office, and 163 accounts.
Assets Under Management
$172M
Employees
10
Offices
1 office
Total Clients
69
Primary office
SCOTTSDALE, AZ
16427 NORTH SCOTTSDALE ROAD, SUITE 410, SCOTTSDALE, AZ, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 79.7% of total clients.
Top client categories% of clientsClients
1
HNWI
79.7%
55
2
Individuals
10.1%
7
3
Pooled Investment Vehicles
10.1%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$172Mas of April 1, 2026
Discretionary98.8%
$170M
99% of total RAUM98.8%
Non-discretionary1.2%
$2M
1% of total RAUM1.2%
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$172M
Total Accounts163
10Y AUM Change$-25M (-12.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee7:1
10Y Employee Change0 (0.0%)
* 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.