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THE ASCENT GROUP, LLC
CRD 314424File 801-121182
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.76B
Top 25% of cohort (national)
Discretionary AUM
$4.75B
Non-discretionary $9.9M
Clients
4,292
8,449 accounts
Employees
44
Top 10% of cohort in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- May 10, 2021
- Principal office
- 192 BALLARD COURT, SUITE 400, VIRGINIA BEACH, VA, 23462
- Phone
- 757-499-8300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.76B
- Discretionary AUM
- $4.75B
- Non-discretionary AUM
- $9.9M
- Discretionary accounts
- 8,291
- Non-discretionary accounts
- 158
- Total accounts
- 8,449
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 34 | $174.7M |
| Charitable organizations | 16 | $115.3M |
| High net worth individuals | 874 | $2.59B |
| Pension and profit sharing plans | 65 | $933.1M |
| Individuals (other than high net worth individuals) | 3,303 | $943.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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.