# Ascent Retirement Advisors

> Ascent Retirement Advisors is a state-registered investment advisory firm in Boise, ID, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 13, 2025.

- CRD: 325385
- Filed as: ASCENT RETIREMENT ADVISORS
- Legal name: Ascent Retirement Advisors, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Boise, ID
- Filing period: October 2026
- Form ADV filing dated: March 13, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/325385
- AdvisorCensus page: https://advisorcensus.com/firm/ascent-retirement-advisors-boise-id-325385

## Quick answers

**How is Ascent Retirement Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Ascent Retirement Advisors reports these compensation arrangements: a percentage of assets under its management.

**Where is Ascent Retirement Advisors located?**
Ascent Retirement Advisors' principal office is in Boise, ID, according to its Form ADV.

**Is Ascent Retirement Advisors registered with the SEC or a state?**
Ascent Retirement Advisors is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 325385.

**How much does Ascent Retirement Advisors manage?**
Ascent Retirement Advisors reports $43,929,684 in regulatory assets under management in its Form ADV filing dated March 13, 2025 (100% discretionary).

**What types of clients does Ascent Retirement Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (73); high net worth individuals (12); state or municipal government entities (including government pension plans) (3).

**Does Ascent Retirement Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/325385

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $43,929,684
- Discretionary: $43,929,684
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 73 | $17,253,400 |
| High net worth individuals | 12 | $10,679,940 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 3 | $12,106,585 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 3 | $3,889,759 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ID
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ascentretirement.com
- Facebook facebook.com
- LinkedIn @ascent-retirement-advisors

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ascent Retirement Advisors (CRD 325385): Form ADV filing data as of October 2026.