| Name | Title | Ownership | Since |
|---|---|---|---|
| Alera Group Inc Control | Parent Company | Over 75% | 2022 |
| Holly Knight Control | President Of Retirement Plan Services | Under 5% | 2025 |
| Jeffrey Michael Silverman Control | Managing Partner | Under 5% | 2021 |
The Ascent Group, LLC reports $4.9 billion in regulatory assets under management on its Form ADV.
The Ascent Group, LLC reports 25 employees.
The Ascent Group, LLC is based in Virginia Beach, VA and has been SEC-registered since 2021.
The Ascent Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $4.92B |
| Non-discretionary | $10M |
| Total (RAUM) | $4.93B |