RIA Intel›Advisers›Utah›ASCEND INVESTMENT MANAGEMENT, LLC

ASCEND INVESTMENT MANAGEMENT, LLC

Advisory

UT

Data as of Aug 26, 2026 · Source: SEC Form ADV

Average account

$66K

across 47 accounts

AUM per adviser

$2M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 26, 2026.

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$3M

Discretionary AUM$3M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients47

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InUT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

47 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in UT

Closest by assets under management. All figures from Form ADV.

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ROCK CANYON ADVISORY GROUP, INC.

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SUNSET RETIREMENT ADVISORS LLC

$3M

COPPERLION INVESTMENTS, LLC

$4M

MERIDIAN INVESTING, L.L.C.

$2M

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