Ascension Investment Management
St. Louis, MO·SEC-registered · CRD #159767
Ascension Investment Management is an SEC-registered investment advisory firm in St. Louis, MO managing $41B across 14 client accounts, with 12 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$41B
Client accounts
14
Advisory staff
12
Fee model
Fee-based
How Ascension Investment Management is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Ascension Investment Management
How much does Ascension Investment Management manage?
Per its most recent SEC Form ADV filing (01/22/2026), Ascension Investment Management reports $41B in regulatory assets under management across roughly 14 client accounts.
How does Ascension Investment Management charge?
Ascension Investment Management is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Ascension Investment Management a fiduciary?
Yes. Ascension Investment Management is registered with the U.S. Securities and Exchange Commission (CRD #159767), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Ascension Investment Management taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Ascension Investment Management and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Ascension Investment Management's public SEC Form ADV filing (CRD #159767, filed 01/22/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Ascension Investment Management. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Ascension Investment Management? Claim this profile.