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| The Ascent Group LLC
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|---|---|
| CRD # | 314424 |
| SEC # | 801-121182 |
| CIK # | 0001913231 |
| AUM | 4,760.6 M (2026-03-30) |
| Employees | 44 (43% Investors, 41% Brokers) |
| Phone | 757-499-8300 |
| Address | 192 Ballard Court Virginia Beach, VA 23462 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Alphabet Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| SPDR Gold Trust | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,303 | 0.9 |
| (b) Individuals (high net worth individuals) | 874 | 2.6 |
| (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 | 65 | 0.9 |
| (h) Charitable organizations | 16 | 0.1 |
| (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 | 34 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 8,449 | 4.8 |
| By Discretionary | ||
| Discretionary | 8,291 | 4.8 |
| Non-Discretionary | 158 | 0.0 |
| Total | 8,449 | 4.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.8 | |
| Total | 8,449 | 4.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001913231] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 6 |
| Serves | Institutional, Retail, Research |
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