ASCENT CAPITAL MANAGEMENT, INC.

Overview

Ascent Capital Management, Inc. is a small, fee-based registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm is organized as a corporation and serves both individual & family and institutional clients. Its stated investment preference is equities, and its advisory activity is primarily discretionary portfolio management charged as a percentage of assets under management. The firm does not position itself as an active ESG investor and is not described as a multi-state adviser or pension consultant. The firm's asset allocation leans heavily to exchange-traded equities as the core sleeve of client portfolios, supplemented by mutual fund holdings and allocations to third-party alternative managers. Given the client base and business focus, Ascent Capital Management appears to operate a centralized, discretionary model aimed at delivering equity-centric portfolios with supplemental exposure to alternative strategies where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices