VIRGINIA BEACH, VACRD 314424Latest ADV March 30, 2026
The Ascent Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Virginia Beach, VA. Its latest Form ADV filing, dated March 30, 2026, reports $4.8B in regulatory assets under management, 44 employees, 6 offices, and 8,449 accounts.
Assets Under Management
$4.8B
Employees
44
Offices
6 offices
Total Clients
4,292
Primary office
VIRGINIA BEACH, VA
192 BALLARD COURT, SUITE 400, VIRGINIA BEACH, VA, United States
Top client segmentIndividuals represent 77.0% of total clients.
Top client categories% of clientsClients
1
Individuals
77.0%
3,303
2
HNWI
20.4%
874
3
Pension Plans
1.5%
65
4
Corporations
0.8%
34
5
Charitable
0.4%
16
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.8Bas of March 30, 2026
Discretionary99.8%
$4.8B
100% of total RAUM99.8%
Non-discretionary0.2%
$10M
0% of total RAUM0.2%
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$4.8B
Total Accounts8,449
10Y AUM Change+$4.8B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees44
Clients per Employee98:1
10Y Employee Change+17 (+63.0%)
* 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.