The Ascent Group, LLC
● SEC registered since 2021CRD 314424SEC# 801-121182Virginia Beach, VA
Reg. AUM
$4.76B
Employees
44
Accounts
8,449
Location
Virginia Beach, VA
The Ascent Group, LLC assets under management
The Ascent Group, LLC is an SEC-registered investment adviser based in Virginia Beach, VA. The firm has been registered since 2021. It reports $4.8 billion in regulatory assets under management and employs 44 people.
The Ascent Group, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alera Group Inc Control | Managing Member/ Parent Company | Over 75% | 2022 |
| Holly Knight Control | Retirement Plan Services Practice Leader | Under 5% | 2025 |
| Jeffrey Michael Silverman Control | Managing Partner | Under 5% | 2021 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does The Ascent Group, LLC manage?
The Ascent Group, LLC reports $4.8 billion in regulatory assets under management on its Form ADV.
How many employees does The Ascent Group, LLC have?
The Ascent Group, LLC reports 44 employees.
Where is The Ascent Group, LLC located?
The Ascent Group, LLC is based in Virginia Beach, VA and has been SEC-registered since 2021.
Does The Ascent Group, LLC disclose fund performance?
The Ascent Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 192 Ballard Court, Suite 400, Virginia Beach, VA 23462 |
| Phone | 757-499-8300 |
| Office hours | 8 a.m. - 6 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$4.76B▼ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 13%
Larger than 87% of 16,271 advisers
EmployeesTop 13%
More than 87% of 16,825 advisers
Assets under management
$4.76Bregulatory AUM
Discretionary $4.75BNon-discretionary $9.9M