The Ascent Group LLC

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Assets, Funds, Holdings

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The Ascent Group LLC
CRD #314424
SEC #801-121182
CIK #0001913231
AUM $2.9 BB (2024-08-26)
Employees 23 (91% Investors, 83% Brokers)
Phone757-499-8300
Address192 Ballard Court
Virginia Beach, VA 23462
Source [IAPD] [EDGAR] [Website]
Total AUM ($BB)
3.02.41.81.20.60.02009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 44.4
MSFT 1,918,222.4 40.9
NVDA 399,550.0 30.5
GOOGL 1,475,138.5 19.0
AMZN 1,092,997.8 19.0
META 434,852.0 16.2
MA 309,583.1 11.3
UNH 477,004.0 11.2
GOOG 1,482,566.4 10.7
V 419,260.5 10.7
View All
Holdings by Sector ($MM)
1300104078052026002022202320242025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 1,393 0.4
(b) Individuals (high net worth individuals) 446 1.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 100 1.2
(h) Charitable organizations 20 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 19 0.1
(n) Other 0 0.0
Total 4,261 2.9
By Discretionary
Discretionary 4,261 2.9
Non-Discretionary 0 0.0
Total 4,261 2.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.9
Total 4,261 2.9
EDGAR Form CIK 2011 - 2024
13F-HR [0001913231]
Comparable Firms State AUM ($BB)
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PCA Investment Advisory Services Inc
OH 2.9
Biltmore Family Office LLC
NC 2.9
Ashton Thomas Private Wealth LLC
AZ 2.9
Aristotle Atlantic Partners LLC
FL 2.9
Meyer Handelman Company LLC
NY 2.9
Diversify Advisory Services LLC
UT 2.9
Regis Acquisition Inc
CO 2.9
Courier Capital LLC
NY 2.9
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