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ASCENT FINANCIAL GROUP

RICHMOND, VA · CRD 325706 · IAPD ↗ · linked.com · 804-602-2121

$100.8MRegulatory AUM
2Advisory reps
2Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2026 — ASCENT FINANCIAL GROUP (RICHMOND, VA) is newly SEC-registered with $100.8M 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.