The Ascent Group, LLC

$4.76BAssets under management
as of Mar 2026 · SEC Form ADV
Virginia Beach, VA
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Tech stack

No one at The Ascent Group, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $841M held · filed Aug 2024
AssetMark
Per Form ADV · $772M held · filed Aug 2024