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ASCENT CAPITAL PARTNERS, LLC

SCOTTSDALE, AZ · CRD 291218 · IAPD ↗ · (480) 841-6956

$172.0MRegulatory AUM
2Advisory reps
10Employees
0Clients
26-50Planning clients
7Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
May 2026 — ASCENT CAPITAL PARTNERS, LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
December 2025 — ASCENT CAPITAL PARTNERS, LLC (SCOTTSDALE, AZ) is newly SEC-registered with $197.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.