Ascent Advisors
Ascent Advisors is an SEC-registered mass-market adviser in Mankato, MN with $101.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Ascent Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 335353, SEC 801-134543, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $101.0M (2026-04-01)
- Firm type
- Mass-Market Adviser
- Location
- Mankato, MN
- Employees
- 9
- Clients
- 235
- CRD
- 335353
- Ownership
- ORTH, PETER, CELESTINE; GIRARD, DERRICK; Holt, Jared, Michael; ASCENT HOLDINGS, LLC; JEH HOLDINGS, LLC
How much AUM does Ascent Advisors have?
Ascent Advisors reported $101.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns Ascent Advisors?
Disclosed owners and executives of Ascent Advisors include ORTH, PETER, CELESTINE, GIRARD, DERRICK, Holt, Jared, Michael, ASCENT HOLDINGS, LLC, JEH HOLDINGS, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.