Ascent Financial Group
Ascent Financial Group is an SEC-registered mass-market adviser in Richmond, VA with $100.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Ascent Financial Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 325706, SEC 801-135535, data through 2026-02-10.
- AUM (assets under management / regulatory AUM)
- $100.8M (2026-02-10)
- Firm type
- Mass-Market Adviser
- Location
- Richmond, VA
- Employees
- 2
- Clients
- 128
- CRD
- 325706
- Ownership
- O'SHAUGHNESSY, MICHAEL, PATRICK; NEWTON, DUSTIN, CHARLES
How much AUM does Ascent Financial Group have?
Ascent Financial Group reported $100.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-10).
Who owns Ascent Financial Group?
Disclosed owners and executives of Ascent Financial Group include O'SHAUGHNESSY, MICHAEL, PATRICK, NEWTON, DUSTIN, CHARLES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.