Insights

Personalized Financial Planning Ascent Capital offers holistic and personalized financial planning services tailored to individual clients, creating opportunities to introduce specialized wealth management and estate planning solutions.

Fiduciary and Transparent Approach With a strong fiduciary duty and fee-only transparency, the firm appeals to clients seeking ethical and straightforward advisory services, opening avenues to promote compliance and fiduciary-focused financial products.

Recent Investment Activity The recent $518,000 investment in Exxon Mobil indicates active involvement in corporate investments, suggesting potential interest in expanding to institutional investment products or related asset management services.

Growth and Expansion Potential As a boutique firm with a small team, there is room to scale by integrating advanced technology solutions, expanding service offerings, or forming strategic partnerships to grow client base.

Technology Usage Utilizing a modern tech stack such as WordPress, Microsoft 365, and web development tools suggests openness to digital transformation, creating opportunities to offer digital financial tools, client portals, or automation solutions.

Ascent Capital Tech Stack

Ascent Capital uses 8 technology products and services including RSS, WordPress, Microsoft 365, and more. Explore Ascent Capital's tech stack below.

RSS

Content Management System

WordPress

Content Management System

Microsoft 365

Google Fonts API

Font Scripts

jQuery

Javascript Libraries

PHP

Programming Languages

Animate.css

UI Frameworks

jQuery Waypoints

Web Tools And Plugins

Ascent Capital Email Formats	Example	Percentage
First@ascentcap.com	John@ascentcap.com	100%
First@ascentbend.com	John@ascentbend.com	67%
Last@ascentbend.com	Doe@ascentbend.com	33%

Ascent Capital Email Formats

Example

Percentage

First@ascentcap.com

John@ascentcap.com

100%

First@ascentbend.com

John@ascentbend.com

67%

Last@ascentbend.com

Doe@ascentbend.com

33%

Frequently Asked Questions

Where is Ascent Capital's headquarters located?

Ascent Capital's main headquarters is located at 395 Southwest Bluff Drive Suite 200 Bend, Oregon 97702 United States. The company has employees across 2 continents, including North AmericaAsia.

What is Ascent Capital's phone number?

You can contact Ascent Capital's main corporate office by phone at

+1-541-382-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Ascent Capital's official website and social media links?

Ascent Capital's official website is ascentbend.com and has social profiles on LinkedIn.

What is Ascent Capital's NAICS code?

Ascent Capital's NAICS code is 52 - Finance and Insurance.

How many employees does Ascent Capital have currently?

As of February 2026, Ascent Capital has approximately 6 employees across 2 continents, including North AmericaAsia. Key team members include Founder & Managing Partner: R. K.Advisor And Cfp®: K. C.. Explore Ascent Capital's employee directory with LeadIQ.

What industry does Ascent Capital belong to?

Ascent Capital operates in the Financial Services industry.

What technology does Ascent Capital use?

Ascent Capital's tech stack includes RSSWordPressMicrosoft 365Google Fonts APIjQueryPHPAnimate.cssjQuery Waypoints.

What is Ascent Capital's email format?

Ascent Capital's email format typically follows the pattern of First@ascentcap.com. Find more Ascent Capital email formats with LeadIQ.

When was Ascent Capital founded?

Ascent Capital was founded in 2001.

Ascent Capital

Q: What is Ascent Capital's official website and social media links?

Ascent Capital's official website is ascentbend.com. Ascent Capital has social profiles on LinkedIn.

Q: How many employees does Ascent Capital have currently?

Ascent Capital has approximately 6 employees.

Q: What technology does Ascent Capital use?

Ascent Capital's tech stack includes oEmbed, jQuery, jQuery Waypoints, Animate.css, jQuery Validation Plugin.

Q: What is Ascent Capital's NAICS code?

Ascent Capital's NAICS code is 52 (Finance and Insurance).

Financial ServicesOregon, United States2-10 Employees

Fiduciary. Independent. Experienced. Transparent.

A trusted guide should be all these things. That’s why Ascent has been a trusted financial guide since 2001. Our CERTIFIED FINANCIAL PLANNER™ professionals meet rigorous standards of education and experience. As fiduciaries, we are duty-bound to act solely in your interest. We are proud to be a boutique independent firm with the freedom to pick and choose from the full range of investment products on the market. We are also highly transparent and work on a fee only basis.

A good guide also understands where you want to go. We offer personal, holistic financial planning to help you reach the pinnacle of your life.  Take the first step with us, and get ready to enjoy the view.

Insights

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Ascent Capital Tech Stack

Media & News

Ascent Capital Management, LLC invests into Exxon $518K in investment.

Ascent Capital's Email Address Formats