Ascent Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mankato, MN. Its latest Form ADV filing, dated April 1, 2026, reports $101M in regulatory assets under management, 9 employees, 1 office, and 626 accounts.
Assets Under Management
$101M
Employees
9
Offices
1 office
Total Clients
235
Primary office
MANKATO, MN
1600 MADISON AVENUE, SUITE 103, MANKATO, MN, United States
Top client segmentIndividuals represent 85.5% of total clients.
Top client categories% of clientsClients
1
Individuals
85.5%
201
2
HNWI
12.3%
29
3
Pension Plans
2.1%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$101Mas of April 1, 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 Accounts626
10Y AUM Change+$101M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee26:1
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.