A complete list of active advisors currently associated with Ascent Advisors
Warmer can help you find a great advisor at Ascent Advisors or one who fits your needs even better.
Ascent Advisors provides ongoing portfolio management, financial planning, pension and employee benefit plan consulting, and specialized Delaware Statutory Trust (DST) consulting to a mix of individuals, pension/profit‑sharing plans, and business entities. The firm prepares investment policy statements for each client and offers both discretionary management and one‑time planning engagements. The firm’s investment process combines quantitative, fundamental, technical and modern portfolio theory analysis and emphasizes long‑term trading implemented under discretionary authority aligned with each client’s documented risk tolerance. Ascent describes its fiduciary duties in writing, conducts regular portfolio monitoring, and routes custody and trade execution through a designated institutional custodian. What stands out in the brochure is the firm’s ownership and affiliation structure (including Ascent Holdings, LLC) and the prominence of DST/1031 advisory services, with dedicated due diligence, modeling, and coordination with clients’ tax and legal advisors rather than treating DSTs as purely product sales. The brochure also notes supervised persons who are licensed insurance agents and highlights pension and corporate plan consulting alongside individual services, giving the firm a client mix and service emphasis that differs from many team firms focused primarily on high‑net‑worth households.
To learn more about the advisors currently working at Ascent Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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