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 registered investment adviser operating as a limited liability company and registered with the SEC in 2025. The firm acts as a capital allocator, serving both individual and family clients as well as institutional investors. Its advisory menu includes financial planning, discretionary portfolio management for individuals and small businesses, oversight of pooled investment vehicles, and selection of third‑party advisers. The firm also operates an insurance brokerage. Fee arrangements are flexible and include asset‑based fees, hourly and fixed fees, and performance‑linked compensation. Ascent does not identify as an active ESG investor.