$4.8B Total AUM
$4.8B Disc. AUM
-- 3Y CAGR
44 Employees
4,298 ADV. Clients
5 yrs Firm Age
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- Custodian
- Assetmark · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-10-2021
- Office Locations
- 5
Office Locations
119 W Wayne AVE Wayne PA
192 Ballard Court Suite 400 Virginia Beach VA
35 Kings Highway East Haddonfield NJ
About THE Ascent Group, LLC
The Ascent Group is a hands-on investor and operator focused on scaling established B2B SaaS companies with recurring revenue and profitability. The team partners closely with founders and executive teams to build operating and growth plans for sustainable, long-term results, supported by a shared-services model. Current holdings include LevelEleven and Geopointe.
Team overview
47 AVG AGE
$250.6M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
4.2 yrs AVG TENURE
44 Employees
19 Advisory Reps
19 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
CRM
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
LYNDSAY RACHEL KIM
Chief Compliance Officer
- CRD
- #2902606
- Ownership
- Less than 5%
Available
Available
Available
H
HOLLY KNIGHT
--
- CRD
- #5587216
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 4 owners & executives
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MARK STEPHEN BATZEL
Partner
- CRD
- #1911220
Available
Available
Available
ASHLEY DORROH GALLER
Financial Planning
- CRD
- #3062906
Available
Available
Available
Showing 2 of 21 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,750,688,012 | $572,993 |
| Non-Discretionary | $9,909,936 | $62,721 |
| Total | $4,760,597,948 | $563,451 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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