RIA Intel›Advisers›Oregon›ASCENT FINANCIAL ADVISORS LLC

ASCENT FINANCIAL ADVISORS LLC

Advisory

OR

Data as of May 18, 2026 · Source: SEC Form ADV

Average account
$2M
across 30 accounts
AUM per adviser
$47M
1 adviser

Source: SEC Form ADV. Figures as filed May 18, 2026.

Total AUM
$47M
Discretionary %
100%
Clients
30
Employees
1

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$47M
Discretionary AUM$47M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients30
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOR
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OR

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

KOHALA CAPITAL PARTNERS, LLC
PORTLAND, OR
$47M
0.0% 1Y
APM WEALTH, LLC
PORTLAND, OR
$47M
NEST FINANCIAL PLANNING, LLC
$46M
DOLLINGER MANAGEMENT INC.
$48M
NORTHWEST FINANCIAL PLANNING CORP
PORTLAND, OR
$46M
+5.9% 1Y
KLD INVESTMENT MANAGEMENT, LLC
ROSEBURG, OR
$45M
-42.1% 1Y

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