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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
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.
Reported data analysis
What the numbers show
Between November 24, 2025 and March 30, 2026, reported AUM decreased 3.5%, from $4.9B to $4.8B.
Across 5 reported observations, AUM increased 89.2% between March 30, 2022 and March 30, 2026, from $2.5B to $4.8B.
Of the latest reported AUM, 99.8% is discretionary and 0.2% is non-discretionary.
The firm reports 19 advisory representatives and 4,298 clients, or 226.2 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 5 reported office locations and 5 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full THE Ascent Group, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
LYNDSAY RACHEL KIM
Chief Compliance Officer
- CRD
- #2902606
- Ownership
- Less than 5%
HOLLY KNIGHT
--
- CRD
- #5587216
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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MARK STEPHEN BATZEL
Partner
- CRD
- #1911220
ASHLEY DORROH GALLER
Financial Planning
- CRD
- #3062906
Showing 2 of 21 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
THE Ascent Group, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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