Ascent Advisors LLC
● SEC registered since 2025CRD 335353SEC# 801-134543Mankato, MN
Reg. AUM
$110.8M
Employees
9
Accounts
725
Location
Mankato, MN
Ascent Advisors LLC assets under management
Ascent Advisors LLC is an investment advisory firm registered with the SEC based in Mankato, MN. The firm has been registered since 2025. It reports $110.8 million in regulatory assets under management and employs 9 people.
Ascent Advisors LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ascent Holdings, LLC Control | Holding Company | Over 75% | 2025 |
| Derrick Girard Control | Chief Growth Officer | 10-25% | 2025 |
| Jared Michael Holt Control | Chief Compliance Officer | Under 5% | 2025 |
| Peter Celestine Orth Control | Partner | 10-25% | 2025 |
| Jared Michael Holt Control | Managing Partner | 25-50% | 2025 |
| Jeh Holdings, LLC Control | Member | 25-50% | 2025 |
Frequently asked questions
How much does Ascent Advisors LLC manage?
Ascent Advisors LLC reports $110.8 million in regulatory assets under management on its Form ADV.
How many employees does Ascent Advisors LLC have?
Ascent Advisors LLC reports 9 employees.
Where is Ascent Advisors LLC located?
Ascent Advisors LLC is based in Mankato, MN and has been SEC-registered since 2025.
Does Ascent Advisors LLC disclose fund performance?
Ascent Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1600 Madison Avenue, Suite 103, Mankato, MN 56001 |
| Phone | 952-444-3100 |
| Fax | 507-540-8498 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$110.8M▲ 10%
Mar '26Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,369 advisers
EmployeesTop 43%
More than 57% of 16,804 advisers
Assets under management
$110.8Mregulatory AUM
Discretionary $110.8M