RIA Intel›Advisers›New Jersey›ASCENT CAPITAL MANAGEMENT, INC.

ASCENT CAPITAL MANAGEMENT, INC.

Advisory

NEWTON, NJ

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account
$312K
across 13 accounts
AUM per adviser
$4M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$4M
Discretionary %
100%
Clients
9
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$4M
Discretionary AUM$4M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients9
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InNJ, NY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NJ

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

LANDY INVESTMENT MANAGEMENT LLC
$4M
MASSEY FINANCIAL GROUP LIMITED LIABILITY COMPANY
$4M
ALIGNING WEALTH LLC
$4M
MODESTO CAPITAL ADVISORS LLC
$4M
A.M. PERRICONE LLC
$4M
CHAMBERS CAPITAL, LLC
$4M

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