Ascent Capital Management, LLC

Ascent Capital Management, LLC (CRD# 131423) is a financial advisory firm headquartered in Bend, OR. They manage $152,000,000 in 718 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2796 Nw Clearwater Dr., Bend, OR 97703
http://www.ascentcap.com/
By the Numbers
  • Total Assets Under Management
    152
    MILLION
  • Total Number of Accounts
    718
    ACCOUNTS
  • Average Account Value
    $211,699
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, OR, TX

Financial Advisors at Ascent Capital Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Devin Harrigan, financial advisor Bend OR
Devin J. Harrigan
CRD#: 4260949
975 Sw Colorado, Suite 200, Bend, OR 97702
96
Wealthminder
score

Devin Harrigan (CRD# 4260949) is an Investment Advisor Representative working at Ascent Capital Management, LLC in Bend, OR and has over 14 years of experience in the finance industry. Devin Harrigan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Scott Agnew, financial advisor Bend OR
Scott K. Agnew
CRD#: 2405340
975 Sw Colorado, Suite 200, Bend, OR 97702
93
Wealthminder
score

Scott Agnew (CRD# 2405340) is an Investment Advisor Representative working at Ascent Capital Management, LLC in Bend, OR and has over 23 years of experience in the finance industry.

3
John Harrigan, financial advisor Bend OR
John P. Harrigan
CRD#: 4802034
975 Sw Colorado, Suite 200, Bend, OR 97702
93
Wealthminder
score

John Harrigan (CRD# 4802034) is an Investment Advisor Representative working at Ascent Capital Management, LLC in Bend, OR and has over 15 years of experience in the finance industry.

4
Wesley Price, financial advisor Bend OR
Wesley B. Price
CRD#: 4802035
975 Sw Colorado, Suite 200, Bend, OR 97702
93
Wealthminder
score

Wesley Price (CRD# 4802035) is an Investment Advisor Representative working at Ascent Capital Management, LLC in Bend, OR and has over 15 years of experience in the finance industry.

5
Krista Middleton, financial advisor Bend OR
Krista M. Middleton
CRD#: 6091563
2796 Nw Clearwater Dr., Bend, OR 97703
90
Wealthminder
score

Krista Middleton (CRD# 6091563) is an Investment Advisor Representative working at Ascent Capital Management, LLC in Bend, OR and has over 5 years of experience in the finance industry.

6
Candace Fronk, financial advisor Bend OR
Candace S. Fronk
CRD#: 4802036
975 Sw Colorado, Suite 200, Bend, OR 97702
87
Wealthminder
score

Candace Fronk (CRD# 4802036) is an Investment Advisor Representative working at Ascent Capital Management, LLC in Bend, OR and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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