Investment adviser · CRD 152533

ASCENT INVESTMENT PARTNERS, LLC

Investment adviser filing (IA)

OVERLAND PARK, KS, United States · Form ADV filed Jun 20, 2018

Regulatory AUM: $1.07B
Client accounts: 1,488
Employees: 4
Advisory professionals: 3

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	1,447	$945,038,410	88.6%
Corporations & businesses	16	$93,240,791	8.7%
Charities	15	$19,889,038	1.9%
Retirement plans	10	$8,425,253	0.8%
Individuals	Fewer than 5	Not reported	Not reported
Banks & thrifts	Fewer than 5	Not reported	Not reported
Government entities	Fewer than 5	Not reported	Not reported
Other investment advisers	Fewer than 5	Not reported	Not reported
Insurance companies	Fewer than 5	Not reported	Not reported
Sovereign wealth & foreign institutions	Fewer than 5	Not reported	Not reported

Filing source

Form ADV 1225361 · Jun 20, 2018 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 20, 2018. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Fixed

Principal office

5700 W 112TH ST, SUITE 500
OVERLAND PARK, KS, 66211, United States

CRD 152533

Filing source

Form ADV 1225361 · Jun 20, 2018 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.