Ascent Capital Partners, Llc
- Regulatory AUM
- $172M
- Discretionary
- $170M
- Clients
- 69
- Avg AUM / client
- $2.5M
- Accounts
- 163
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 7 | $159K | 0.09% |
| High net worth individuals | 55 | $80.5M | 46.8% |
| Pooled investment vehicles (non-investment companies) | 7 | $91.4M | 53.1% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark Anthony Pomeroy | Registered representative | CFP | Jan 2018 (9y) | |
| Jonathan Loeffler | Registered representative | Mar 2021 (5y) | ||
| Alex Stephen Ignell | Registered representative | Nov 2023 (3y) | ||
| Scott Eric Schondau | Registered representative | Apr 2024 (2y) | ||
| Vaughn Crowe | Registered representative | Apr 2024 (2y) | ||
| John Henry Boyle | Registered representative | CFP | Jan 2025 (2y) | |
| Colin Sean Wade | Registered representative | Mar 2025 (1y) | ||
| Douglas Swift | Registered representative | Apr 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/01/2026 | 2.55 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $75.7M (44% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 01, 2026.
View current Form ADV (SEC/IAPD) ↗