# Ascent Capital Partners, LLC

> Ascent Capital Partners, LLC is an SEC-registered investment advisory firm in Scottsdale, AZ, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.

- CRD: 291218
- Filed as: ASCENT CAPITAL PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/291218
- AdvisorCensus page: https://advisorcensus.com/firm/ascent-capital-partners-llc-scottsdale-az-291218

## Quick answers

**How is Ascent Capital Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Ascent Capital Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**How much does Ascent Capital Partners, LLC charge?**
Its Form ADV Part 2A brochure dated April 1, 2026 states: Hourly rate: $1,200 an hour (Financial Planning Services); Flat fee: $2,500 to $50,000 (Financial Planning Services); Flat fee: $25,000 to $750,000 a year (Family Office Management). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Ascent Capital Partners, LLC located?**
Ascent Capital Partners, LLC's principal office is in Scottsdale, AZ, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Ascent Capital Partners, LLC registered with the SEC or a state?**
Ascent Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 291218.

**How much does Ascent Capital Partners, LLC manage?**
Ascent Capital Partners, LLC reports $172,002,374 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (99% discretionary).

**What types of clients does Ascent Capital Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (55); individuals (other than high net worth individuals) (7); pooled investment vehicles (other than investment companies and business development companies) (7).

**Which custodians does Ascent Capital Partners, LLC use?**
Ascent Capital Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Ascent Capital Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/291218

**What changed in Ascent Capital Partners, LLC's recent Form ADV filings?**
In the May 2026 filing data: Regulatory assets under management went from $197,007,279 to $172,002,374 (-13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated April 1, 2026)

- Hourly rate: $1,200 an hour (Financial Planning Services)

> Hourly engagements are billed at $1,200 per hour. Fixed fee engagement fees range from $2,500 to $50,000.

- Flat fee: $2,500 to $50,000 (Financial Planning Services)

> Hourly engagements are billed at $1,200 per hour. Fixed fee engagement fees range from $2,500 to $50,000.

- Flat fee: $25,000 to $750,000 a year (Family Office Management)

> Ascent charges a fixed annual fee or an hourly fee for Family Office Management. These fees are negotiable, but generally range from $25,000 to $750,000 on an annual fee basis

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $172,002,374
- Discretionary: $169,979,905
- Non-discretionary: $2,022,469

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $159,317 |
| High net worth individuals | 55 | $80,490,762 |
| Pooled investment vehicles (other than investment companies and business development companies) | 7 | $91,352,295 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 10 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Dallas, TX

### Websites listed on Form ADV (Item 1.I)
- myascent.net
- LinkedIn @ascentcapital

## Changes in the filing (last 12 months)

### May 2026
- Regulatory assets under management went from $197,007,279 to $172,002,374 (-13%).

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ascent Capital Partners, LLC (CRD 291218): Form ADV filing data as of October 2026.