RICHMOND, VACRD 325706Latest ADV February 10, 2026
Ascent Financial Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Richmond, VA. Its latest Form ADV filing, dated February 10, 2026, reports $101M in regulatory assets under management, 2 employees, and 456 accounts.
Assets Under Management
$101M
Employees
2
Offices
--
Total Clients
128
Primary office
RICHMOND, VA
413 STUART CIRCLE, SUITE 220, RICHMOND, VA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.8% of total clients.
Top client categories% of clientsClients
1
Individuals
68.8%
88
2
HNWI
31.3%
40
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$101Mas of February 10, 2026
Discretionary100.0%
$101M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$101M
Total Accounts456
10Y AUM Change—
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee64:1
10Y Employee Change—
* 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.