THE ASCENT GROUP, LLC
CRD #314424 SEC #801-121182 VIRGINIA BEACH, VA 757-499-8300
SEC Registered
Total AUM
$4.9B
Discretionary
$4.9B
Employees
25
Clients
--
Accounts
7,304
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $4.9B | $4.9B | $10M | 25 | 6 |
| Aug 2025 | $4.9B | $4.9B | $10M | 25 | 6 |
| Jun 2025 | $4.9B | $4.9B | $10M | 25 | 6 |
| Apr 2025 | $4.9B | $4.9B | $10M | 25 | 6 |
| Mar 2025 | $4.9B | $4.9B | $10M | 25 | 6 |
| Aug 2024 | $2.9B | $2.9B | $0 | 23 | 6 |
| Jul 2024 | $2.9B | $2.9B | $0 | 23 | 6 |
| Mar 2024 | $2.9B | $2.9B | $0 | 23 | 6 |
| Jan 2024 | $2.5B | $1.5B | $1B | 30 | 6 |
| Aug 2023 | $2.5B | $1.5B | $1B | 30 | 6 |
| May 2023 | $2.5B | $1.5B | $1B | 30 | 6 |
| Mar 2023 | $2.5B | $1.5B | $1B | 30 | 6 |
| Mar 2022 | $2.5B | $1.4B | $1.1B | 30 | 6 |
| Aug 2021 | $2.2B | $2.2B | $0 | 27 | 0 |
| Jul 2021 | $0 | $0 | $0 | 27 | 0 |
| May 2021 | $0 | $0 | $0 | 27 | 0 |
| Apr 2021 | $0 | $0 | $0 | 27 | 0 |
DateNov 2025
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$10M
Employees25
Clients6
DateAug 2025
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$10M
Employees25
Clients6
DateJun 2025
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$10M
Employees25
Clients6
DateApr 2025
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$10M
Employees25
Clients6
DateMar 2025
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$10M
Employees25
Clients6
DateAug 2024
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees23
Clients6
DateJul 2024
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees23
Clients6
DateMar 2024
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees23
Clients6
DateJan 2024
Total AUM$2.5B
Discretionary$1.5B
Non-Disc.$1B
Employees30
Clients6
DateAug 2023
Total AUM$2.5B
Discretionary$1.5B
Non-Disc.$1B
Employees30
Clients6
DateMay 2023
Total AUM$2.5B
Discretionary$1.5B
Non-Disc.$1B
Employees30
Clients6
DateMar 2023
Total AUM$2.5B
Discretionary$1.5B
Non-Disc.$1B
Employees30
Clients6
DateMar 2022
Total AUM$2.5B
Discretionary$1.4B
Non-Disc.$1.1B
Employees30
Clients6
DateAug 2021
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees27
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees27
Clients0
DateMay 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees27
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees27
Clients0