ASCENT CAPITAL PARTNERS, LLC

RIASEC RegisteredEst. 2025

Total AUM

$172M

Discretionary

$170M

99% of AUM

Avg account

$1.1M

Accounts

163

Employees

Advisory reps

Firm details

Headquarters: Scottsdale, Arizona
CRD number: 291218
Registered since: September 30, 2025
Website: myascent.net
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles53.11%
HNWI46.8%
Individuals0.09%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Ascent Capital Partners, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and positioned as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm provides financial planning and portfolio management for individuals, small businesses and pooled investment vehicles, and it also performs manager selection for outside advisers. Its fee arrangements are flexible and include percentage-of-AUM, hourly and fixed fees as well as performance-based fees. Ascent also operates as an insurance broker, which complements its use of annuities and other insurance-linked solutions within client portfolios.