The Ascent Group, LLC
Firm details
- Headquarters
- Virginia Beach, Virginia
- CRD number
- 314424
- Registered since
- May 10, 2021
- Website
- ascentgroupmi.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., ASSETMARK TRUST CO.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI54.48%
- Individuals19.82%
- Pension & Profit Sharing Plans19.6%
- Corporations / Businesses3.67%
- Charitable Organizations2.42%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
The Ascent Group, LLC is an independent registered investment adviser that provides financial planning and portfolio management services to both individuals and institutional clients. The firm is SEC-registered (registered in 2021) and describes itself as a capital allocator that also offers pension consulting, selection of other advisers, and educational workshops. Its billing arrangements include asset-based fees, hourly charges, and fixed fees. Service lines cover portfolio management for individuals, small businesses, and institutions, along with pension consulting and advisor selection.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities46%
- Public Funds/Mutual Funds45%
- State & Local Bonds3%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 321Active vs passive
$2.2B in ETFs
56%
$1.2B
15%
$956M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $226M | 2,522,374 | 10.51% |
Location
Virginia Beach, VA
Virginia Beach City
Location
Virginia Beach, VA
Headquartered in Virginia Beach, VA, anchoring the Virginia Beach-Norfolk, VA-NC metro in the South.
- Metro area
- Virginia Beach-Norfolk, VA-NC
- Region
- South
- County
- Virginia Beach City
- Address
- 192 Ballard Ct
- Time zone
- ET (UTC-5)
- Office locations
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