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ASCO FINANCIAL GROUP, INC.
CRD 124395File 801-61809
APPROVED
Filing as of Mar 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$173.2M
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $173.2M
Clients
61
63 accounts
Employees
2
Bottom 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Feb 12, 2003
- Principal office
- 575 PIERCE STREET, SUITE 301, KINGSTON, PA, 18704
- Phone
- 570-714-0720
- Website
- HTTP://WWW.ASCOFINANCIAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $173.2M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $173.2M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 63
- Total accounts
- 63
- AUM per client
- $2.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | Fewer than 5 | $2.5M |
| State or municipal government entities | 61 | $170.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.