Ascent Advisors

Overview

Ascent Advisors is an independent registered investment adviser organized as a limited liability company and newly registered with the SEC in 2025. The firm serves both individual and family clients as well as institutional clients, and lists a mix of fee arrangements: percentage of assets under management, hourly billing, and fixed fees. Its public filings and firm materials position it as a hybrid adviser/financial product provider — it is also active as an insurance broker and a seller of other financial products. Advisory capabilities reported include financial planning and portfolio management across individual, small business, and institutional client segments; pension consulting is also referenced among advisory activities. The firm does not identify as an active ESG investor, is not organized as a multi-state adviser, and describes itself as neither a capital allocator nor a related adviser. Ascent Advisors is a newly formed RIA, which helps explain the compact scale of its reported practice.

Assets & Accounts

Public Holdings

Investments & Alternatives