$101.0M Total AUM
$101.0M Disc. AUM
-- 3Y CAGR
9 Employees
235 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Harbor
- Established Date
- 12-03-2025
- Office Locations
- 3
Office Locations
12865 Lake Blvd Lindstrom MN
1600 Madison Avenue Suite 103 Mankato MN
7094 East Fish Lake RD Maple Grove MN
About Ascent Advisors
Ascent Advisors is a Mankato-based RIA with 3 offices. The firm has been operating for 0 years. Managing $101.0M in total assets under management, with 8 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
37 AVG AGE
$12.6M AVG AUM / ADVISOR
$429.8K AVG AUM / CLIENT
0.5 yrs AVG TENURE
9 Employees
8 Advisory Reps
8 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Oak Signal Element Momentum value
Client Personas
Peak Delta
Custodian
Wave
Investment Themes
Capital Quantum frontier Meridian unison
Investment Vehicles
Prime oak Value Vital unison
Platform
Legacy
Services
Peak Vertex pioneer Pathway Beacon Capital crest Foundation signal Focus Radial unison Catalyst Pathway Foundation fusion Peak
Technology
Atlas
Owner & Executives
D
DERRICK GIRARD
Chief Growth Officer
- CRD
- #4914175
- Ownership
- 10% but less than 25%
(477) 506-5293
pioneer.optima@legacycapital.com
in linkedin.com/in/ridge-insight
PETER CELESTINE ORTH MR.
PARTNER
- CRD
- #5195633
- Ownership
- 10% but less than 25%
(623) 856-7248
bridge.matrix@radialcapital.com
in linkedin.com/in/optima-north
L
Legacy vector
Value vector
- CRD
- #27746
- Ownership
- 30.8%
(389) 789-3480
signal.vital@horizoncapital.com
in linkedin.com/in/insight-atlas
Showing 2 of 3 owners & executives
Unlock allContacts
BENJAMIN ROBERT BERNARD
Financial Advisor
- CRD
- #5473002
(399) 730-4988
alpha.matrix@signalcapital.com
in linkedin.com/in/harbor-optima
Christopher Jon Bloch
--
- CRD
- #7141556
(737) 370-9107
pathway.ridge@peakcapital.com
in linkedin.com/in/wave-matrix
E
Ember oak
Vertex catalyst crest
- CRD
- #70746
(576) 313-4083
vital.signal@summitcapital.com
in linkedin.com/in/alpha-vertex
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,000,000 | $161,342 |
| Non-Discretionary | $0 | -- |
| Total | $101,000,000 | $161,342 |
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Separately Managed Accounts
Total SMA Asset: $101,000,000
Public Funds:
28.0% Private Funds:
20.7% Equity - Exchange:
27.8% Cash:
23.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $177,750,425 | 28.0% |
| Private Funds | $131,408,350 | 20.7% |
| Equity - Exchange | $176,480,779 | 27.8% |
| Cash | $149,183,392 | 23.5% |
| Total | $634,822,946 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| LEGACY QUANTUM | UNISON VECTOR | 5YBL8IQXN | ICP | 12.42% | $65,205,890 |
| VALUE QUANTUM | QUANTUM RIDGE | KCLVUWNHN | STM | 2.01% | $11,113,707 |
| PATHWAY RADIAL BRIDGE | NORTH FOCUS | 71TO1P2X2 | QLCJI | 5.21% | $6,998,252 |
| FOUNDATION PEAK SIGNAL | PEAK PIONEER | RUGFPBBMB | AIKXN | 5.66% | $70,319,574 |
| ELEMENT CAPITAL | CATALYST PEAK | E623ZRILR | OLT | 3.96% | $4,765,460 |
| UNISON VECTOR | VECTOR PEAK | YIF45RINP | WSD | 10.82% | $108,467,431 |
| GLACIER BRIDGE | PRIME UNISON | O9FECNBPM | VRK | 2.42% | $108,188,217 |
| FRONTIER WAVE BRIDGE | LEGACY OPTIMA | I2V3NOTDX | QJZC | 8.00% | $37,508,092 |