Robert Percival
Investment adviser representative at Ascensus Investment Advisors, LLC
13 yearsExperience
1 stateRegistered in
$13BFirm assets
24 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Ascensus Investment Advisors, LLCFeb 2026 to now
- AscensusDec 2025 to now
- Akf Consulting LLCJun 2025 to Dec 2025
- Brinker Capital SecuritiesNov 2021 to May 2025
- Orion Advisor Solutions, LLCOct 2020 to May 2025
- UnemployedFeb 2020 to Oct 2020
- Ascensus Broker Dealer Services, Inc.Dec 2013 to Feb 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (MA).
Ascensus Investment Advisors, LLC
$13BAssets managed
27Clients
43Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2535423
- Firm CRD
- 120632