The Ascent Group, LLC

The Ascent Group, LLC is a registered investment adviser based in Virginia Beach, VA, owned by Alera Group Inc. Established on May 10, 2021, the firm manages over $4.9 billion in assets under management, offering financial planning, consulting, and investment management services. Clients can engage the firm for comprehensive financial planning services, retirement planning, portfolio review, and more. The firm primarily allocates client assets among mutual funds, ETFs, individual securities, and independent investment managers based on client objectives. TAG offers various investment programs, including custom indexing, direct indexing, and access to independent managers. Clients can engage in fee-based annuity programs and utilize asset management partners for tailored investment options. The firm may recommend affiliated independent managers, creating a conflict of interest, but will prioritize client interests. TAG has a code of ethics, reviews accounts annually, and exercises investment discretion for clients. The firm does not vote on client securities or require prepayment exceeding $1,200. For further details, clients can contact the firm directly.