RIA Intel›Advisers›Virginia›MONSOUR ADVISORY SERVICES, INC.

MONSOUR ADVISORY SERVICES, INC.

Advisory

ROANOKE, VA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in VA

#449

of 588 advisers by AUM

Average account

$248K

across 399 accounts

AUM per adviser

$99M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$99M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$99M

Discretionary AUM$87M

Non-Discretionary AUM$12M

Discretionary %88.1%

Total Clients117

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InVA

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

117 clients

27 high-net-worth

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

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ASCENT FINANCIAL GROUP LLC

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