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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 24, 2025
- Branch Offices
- 6
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BATZEL, MARK, STEPHEN | I | PARTNER, BOARD MEMBER | NA | |
| BURES, JENNIFER, ANN | I | VICE PRESIDENT | NA | |
| BURES, JENNIFER, ANN | I | VICE PRESIDENT | NA | |
| BURES, JENNIFER, ANN | I | VICE PRESIDENT | NA | |
| BURES, JENNIFER, ANN | I | VICE PRESIDENT | NA | |
| BURES, JENNIFER, ANN | I | VICE PRESIDENT | NA | |
| BURES, JENNIFER, ANN | I | VICE PRESIDENT | NA | |
| BURES, JENNIFER, ANN | I | VICE PRESIDENT | NA | |
| BURES, JENNIFER, ANN | I | CHIEF OPERATING OFFICER | NA | |
| BURES, JENNIFER, ANN | I | CHIEF OPERATING OFFICER | NA | |
| BURES, JENNIFER, ANN | I | CHIEF OPERATING OFFICER | NA | |
| BURES, JENNIFER, ANN | I | CHIEF OPERATING OFFICER | NA | |
| CRAFT, JUSTIN, RANDALL | I | MANAGING PARTNER, BOARD MEMBER | NA | |
| HOHMAN, TINA, MARIE | I | VICE PRESIDENT | NA | |
| HOHMAN, TINA, MARIE | I | VICE PRESIDENT | NA | |
| HOHMAN, TINA, MARIE | I | VICE PRESIDENT | NA | |
| HOHMAN, TINA, MARIE | I | VICE PRESIDENT | NA | |
| HOHMAN, TINA, MARIE | I | VICE PRESIDENT | NA | |
| KIM, LYNDSAY, RACHEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KIM, LYNDSAY, RACHEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KIM, LYNDSAY, RACHEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KIM, LYNDSAY, RACHEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KIM, LYNDSAY, RACHEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KNIGHT, HOLLY | I | PRESIDENT OF RETIREMENT PLAN SERVICES | NA | Control |
| KNIGHT, HOLLY | I | PRESIDENT OF RETIREMENT PLAN SERVICES | NA | Control |
| MANGO, CHRISTIAN | I | VICE PRESIDENT | NA | |
| MANGO, CHRISTIAN | I | VICE PRESIDENT | NA | |
| MANGO, CHRISTIAN | I | VICE PRESIDENT | NA | |
| MANGO, CHRISTIAN | I | VICE PRESIDENT | NA | |
| MANGO, CHRISTIAN | I | VICE PRESIDENT | NA | |
| MANGO, CHRISTIAN | I | VICE PRESIDENT | NA | |
| MANGO, CHRISTIAN | I | VICE PRESIDENT | NA | |
| MANGO, CHRISTIAN | I | PRESIDENT OF RETIREMENT PLAN SERVICES | NA | |
| MANGO, CHRISTIAN | I | PRESIDENT OF RETIREMENT PLAN SERVICES | NA | |
| MANGO, CHRISTIAN | I | PRESIDENT OF RETIREMENT PLAN SERVICES | NA | |
| MOSS, MICHAEL, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOSS, MICHAEL, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOSS, MICHAEL, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOSS, MICHAEL, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOSS, MICHAEL, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOSS, MICHAEL, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOSS, MICHAEL, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOSS, MICHAEL, JOHN | I | PRESIDENT OF WEALTH SERVICES | NA | Control |
| MOSS, MICHAEL, JOHN | I | PRESIDENT OF WEALTH SERVICES | NA | Control |
| MOSS, MICHAEL, JOHN | I | PRESIDENT OF WEALTH SERVICES | NA | Control |
| MOSS, MICHAEL, JOHN | I | PRESIDENT OF WEALTH SERVICES | NA | Control |
| MOSS, MICHAEL, JOHN | I | PRESIDENT OF WEALTH SERVICES | NA | Control |
| NICHOLSON, KEVIN, PATRICK | I | PARTNER | NA | |
| NICHOLSON, KEVIN, PATRICK | I | PARTNER | NA | |
| NICHOLSON, KEVIN, PATRICK | I | PARTNER | NA | |
| NICHOLSON, KEVIN, PATRICK | I | PARTNER | NA | |
| NICHOLSON, KEVIN, PATRICK | I | PARTNER | NA | |
| SILVERMAN, JEFFREY, MICHAEL | I | MANAGING PARTNER | NA | Control |
| SILVERMAN, JEFFREY, MICHAEL | I | MANAGING PARTNER | NA | Control |
| SILVERMAN, JEFFREY, MICHAEL | I | MANAGING PARTNER | NA | Control |
| SILVERMAN, JEFFREY, MICHAEL | I | MANAGING PARTNER | NA | Control |
| SILVERMAN, JEFFREY, MICHAEL | I | MANAGING PARTNER | NA | Control |
| SILVERMAN, JEFFREY, MICHAEL | I | MANAGING PARTNER | NA | Control |
| SILVERMAN, JEFFREY, MICHAEL | I | MANAGING PARTNER | NA | Control |
| SILVERMAN, JEFFREY, MICHAEL | I | MANAGING PARTNER | NA | Control |
| SILVERMAN, JEFFREY, MICHAEL | I | MANAGING PARTNER | NA | Control |
| SILVERMAN, JEFFREY, MICHAEL | I | MANAGING PARTNER | NA | Control |
| SILVERMAN, JEFFREY, MICHAEL | I | MANAGING PARTNER | NA | Control |
| SILVERMAN, JEFFREY, MICHAEL | I | MANAGING PARTNER | NA | Control |
| WALSH, BRIAN | I | PARTNER | NA | |
| WALSH, BRIAN | I | PARTNER | NA | |
| WALSH, BRIAN | I | PARTNER | NA | |
| WALSH, BRIAN | I | PARTNER | NA | |
| WALSH, BRIAN | I | PARTNER | NA | |
| WALSH, BRIAN, PATRICK | I | MANAGING PARTNER,BOARD MEMBER | NA | |
| ALERA GROUP INC | DE | PARENT COMPANY | E | Control |
| ALERA GROUP INC | DE | PARENT COMPANY | E | Control |
| ALERA GROUP INC | DE | PARENT COMPANY | E | Control |
| ALERA GROUP INC | DE | PARENT COMPANY | E | Control |
| ALERA GROUP INC | DE | PARENT COMPANY | E | Control |
| ALERA GROUP INC | DE | PARENT COMPANY | E | Control |
| ALERA GROUP INC | DE | PARENT COMPANY | E | Control |
| ALERA GROUP INC | DE | PARENT COMPANY | E | Control |
| ALERA GROUP INC | DE | PARENT COMPANY | E | Control |
| ALERA GROUP INC | DE | PARENT COMPANY | E | Control |
| ALERA GROUP INC | DE | PARENT COMPANY | E | Control |
| ALERA GROUP INC | DE | PARENT COMPANY | E | Control |
| BATZEL, MARK, STEPHEN | I | PARTNER, BOARD MEMBER | B | |
| BATZEL, MARK, STEPHEN | I | PARTNER, BOARD MEMBER | B | |
| BATZEL, MARK, STEPHEN | I | PARTNER, BOARD MEMBER | B | |
| BATZEL, MARK, STEPHEN | I | PARTNER, BOARD MEMBER | B | |
| BATZEL, MARK, STEPHEN | I | PARTNER, BOARD MEMBER | B | |
| CRAFT, JUSTIN, RANDALL | I | MANAGING PARTNER, BOARD MEMBER | B | |
| CRAFT, JUSTIN, RANDALL | I | MANAGING PARTNER, BOARD MEMBER | B | |
| CRAFT, JUSTIN, RANDALL | I | MANAGING PARTNER, BOARD MEMBER | B | |
| CRAFT, JUSTIN, RANDALL | I | MANAGING PARTNER, BOARD MEMBER | B | |
| CRAFT, JUSTIN, RANDALL | I | MANAGING PARTNER, BOARD MEMBER | B | |
| MOSS, MICHAEL, JOHN | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER & BOARD MEMBER | B | Control |
| MOSS, MICHAEL, JOHN | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER & BOARD MEMBER | B | Control |
| MOSS, MICHAEL, JOHN | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER & BOARD MEMBER | B | Control |
| MOSS, MICHAEL, JOHN | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER & BOARD MEMBER | B | Control |
| MOSS, MICHAEL, JOHN | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER & BOARD MEMBER | B | Control |
| SILVERMAN, JEFFREY, MICHAEL | I | CHAIRMAN OF THE BOARD | B | Control |
| SILVERMAN, JEFFREY, MICHAEL | I | CHAIRMAN OF THE BOARD | B | Control |
| SILVERMAN, JEFFREY, MICHAEL | I | CHAIRMAN OF THE BOARD | B | Control |
| SILVERMAN, JEFFREY, MICHAEL | I | CHAIRMAN OF THE BOARD | B | Control |
| SILVERMAN, JEFFREY, MICHAEL | I | CHAIRMAN OF THE BOARD | B | Control |
| WALSH, BRIAN, PATRICK | I | MANAGING PARTNER,BOARD MEMBER | B | |
| WALSH, BRIAN, PATRICK | I | MANAGING PARTNER,BOARD MEMBER | B | |
| WALSH, BRIAN, PATRICK | I | MANAGING PARTNER,BOARD MEMBER | B | |
| WALSH, BRIAN, PATRICK | I | MANAGING PARTNER,BOARD MEMBER | B | |
| WALSH, BRIAN, PATRICK | I | MANAGING PARTNER,BOARD MEMBER | B | |
| STANLEY, CRAIG, MATTHEW | I | PARTNER | A | |
| STANLEY, CRAIG, MATTHEW | I | PARTNER | A | |
| STANLEY, CRAIG, MATTHEW | I | PARTNER | A | |
| STANLEY, CRAIG, MATTHEW | I | PARTNER | A | |
| STANLEY, CRAIG, MATTHEW | I | PARTNER | A | |
| STOCKMEIER, DAVID, WAYNE | I | PARTNER | A | |
| STOCKMEIER, DAVID, WAYNE | I | PARTNER | A | |
| STOCKMEIER, DAVID, WAYNE | I | PARTNER | A | |
| STOCKMEIER, DAVID, WAYNE | I | PARTNER | A | |
| STOCKMEIER, DAVID, WAYNE | I | PARTNER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ALERA GROUP HOLDINGS, INC. | DE | ALERA GROUP INTERMEDIATE HOLDINGS, LLC | E | Control |
| ALERA GROUP HOLDINGS, INC. | DE | ALERA GROUP INTERMEDIATE HOLDINGS, LLC | E | Control |
| ALERA GROUP HOLDINGS, INC. | DE | ALERA GROUP INTERMEDIATE HOLDINGS, LLC | E | Control |
| ALERA GROUP HOLDINGS, INC. | DE | ALERA GROUP INTERMEDIATE HOLDINGS, LLC | E | Control |
| ALERA GROUP HOLDINGS, INC. | DE | ALERA GROUP INTERMEDIATE HOLDINGS, LLC | E | Control |
| ALERA GROUP HOLDINGS, INC. | DE | ALERA GROUP INTERMEDIATE HOLDINGS, LLC | E | Control |
| ALERA GROUP HOLDINGS, INC. | DE | ALERA GROUP INTERMEDIATE HOLDINGS, LLC | E | Control |
| ALERA GROUP INTERMEDIATE HOLDINGS, LLC | DE | ALERA GROUP INC | E | Control |
| ALERA GROUP INTERMEDIATE HOLDINGS, LLC | DE | ALERA GROUP INC | E | Control |
| ALERA GROUP INTERMEDIATE HOLDINGS, LLC | DE | ALERA GROUP INC | E | Control |
| ALERA GROUP INTERMEDIATE HOLDINGS, LLC | DE | ALERA GROUP INC | E | Control |
| ALERA GROUP INTERMEDIATE HOLDINGS, LLC | DE | ALERA GROUP INC | E | Control |
| ALERA GROUP INTERMEDIATE HOLDINGS, LLC | DE | ALERA GROUP INC | E | Control |
| ALERA GROUP INTERMEDIATE HOLDINGS, LLC | DE | ALERA GROUP INC | E | Control |
| ALERA GROUP ULTIMATE HOLDINGS, LLC | DE | ALERA GROUP HOLDINGS, INC. | E | Control |
| ALERA GROUP ULTIMATE HOLDINGS, LLC | DE | ALERA GROUP HOLDINGS, INC. | E | Control |
| ALERA GROUP ULTIMATE HOLDINGS, LLC | DE | ALERA GROUP HOLDINGS, INC. | E | Control |
| ALERA GROUP ULTIMATE HOLDINGS, LLC | DE | ALERA GROUP HOLDINGS, INC. | E | Control |
| ALERA GROUP ULTIMATE HOLDINGS, LLC | DE | ALERA GROUP HOLDINGS, INC. | E | Control |
| ALERA GROUP ULTIMATE HOLDINGS, LLC | DE | ALERA GROUP HOLDINGS, INC. | E | Control |
| ALERA GROUP ULTIMATE HOLDINGS, LLC | DE | ALERA GROUP HOLDINGS, INC. | E | Control |
| GENSTAR CAPITAL PARTNERS X, L.P. | DE | GENSTAR X ALERA GROUP HOLDINGS, LLC | C | Control |
| GENSTAR CAPITAL PARTNERS X, L.P. | DE | GENSTAR X ALERA GROUP HOLDINGS, LLC | C | Control |
| GENSTAR CAPITAL PARTNERS X, L.P. | DE | GENSTAR X ALERA GROUP HOLDINGS, LLC | C | Control |
| GENSTAR CAPITAL PARTNERS X, L.P. | DE | GENSTAR X ALERA GROUP HOLDINGS, LLC | C | Control |
| GENSTAR CAPITAL PARTNERS X, L.P. | DE | GENSTAR X ALERA GROUP HOLDINGS, LLC | C | Control |
| GENSTAR CAPITAL PARTNERS X, L.P. | DE | GENSTAR X ALERA GROUP HOLDINGS, LLC | C | Control |
| GENSTAR CAPITAL PARTNERS X, L.P. | DE | GENSTAR X ALERA GROUP HOLDINGS, LLC | C | Control |
| GENSTAR X ALERA GROUP HOLDINGS, LLC | DE | ALERA GROUP ULTIMATE HOLDINGS, LLC | C | Control |
| GENSTAR X ALERA GROUP HOLDINGS, LLC | DE | ALERA GROUP ULTIMATE HOLDINGS, LLC | C | Control |
| GENSTAR X ALERA GROUP HOLDINGS, LLC | DE | ALERA GROUP ULTIMATE HOLDINGS, LLC | C | Control |
| GENSTAR X ALERA GROUP HOLDINGS, LLC | DE | ALERA GROUP ULTIMATE HOLDINGS, LLC | C | Control |
| GENSTAR X ALERA GROUP HOLDINGS, LLC | DE | ALERA GROUP ULTIMATE HOLDINGS, LLC | C | Control |
| GENSTAR X ALERA GROUP HOLDINGS, LLC | DE | ALERA GROUP ULTIMATE HOLDINGS, LLC | C | Control |
| GENSTAR X ALERA GROUP HOLDINGS, LLC | DE | ALERA GROUP ULTIMATE HOLDINGS, LLC | C | Control |
Registrations
Federal
IA
Nov 24, 2025 REGISTERED
Notice Filings (25)
AL CA DE FL GA IL KY MA MD MN MS NC NE NH NJ NV NY OH PA SC TN TX VA WA WI
Address
192 BALLARD COURTSUITE 400
VIRGINIA BEACH, VA 23462
United States
Phone: 757-499-8300