Ascent Financial Group
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 325706
- SEC number
- 801-135535
- Firm type
- RIA
- Assets under management
- $100.8M as of Feb 10, 2026
- Website
- www.linked.com/company/ascent-financial-group ↗
- Phone
- 804-602-2121
- Address
- 413 Stuart Circle, Richmond, VA, 23220
Advisors at this firm
2 in our index · page 1 of 1
-
Dustin Charles NewtonCRD 5338523 · Richmond, VAIA RegisteredRegistration inactive
-
Michael Patrick O'shaughnessyCRD 7901666 · Richmond, VAIA Registered
1–2 of 2
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 325706 ↗
FINRA BrokerCheck record for firm CRD 325706 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
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