ASCENT PRIVATE CAPITAL MANAGEMENT

Ascent Private Capital Management is the ultra-high-net-worth wealth management division of U.S. Bank, with a Los Angeles office at 633 W 5th St, 29th Floor, Los Angeles, CA 90071. Ascent provides bespoke wealth management, investment, and family office services to families with significant financial resources seeking multigenerational wealth strategy and legacy planning. Contact: +1 415-509-6857 · ascent.usbank.com.

Services

Ascent operates as a boutique practice within U.S. Bank’s broader financial platform, combining personalized, high-touch advisory with the institutional resources of one of the largest U.S. banking groups. Core service areas include:

• Wealth Strategy & Investment Management — custom investment portfolios designed around each family’s risk profile, income needs, tax situation, and long-term wealth objectives.
• Family Office Services — coordination of financial, administrative, and family governance functions, including bill payment, entity management, and consolidated reporting for complex family structures.
• Multigenerational Planning — estate planning frameworks, trust structures, and governance strategies designed to sustain and transfer wealth across multiple generations in line with family values and goals.
• Philanthropic Advisory — guidance on private family foundations, donor-advised funds, and strategic charitable giving aligned with family mission.
• Leadership & Legacy Consulting — non-fiduciary advisory on family dynamics, next-generation education, and governance best practices to strengthen the human and intellectual capital alongside financial wealth.

About Ascent & U.S. Bank

Ascent Private Capital Management was ranked among the top 20 wealth management firms by Barron’s. The division serves clients through a network of family offices across the United States, including the Los Angeles location at 633 W 5th St. As part of U.S. Bank National Association — a Member FDIC institution — Ascent offers clients the backing of a federally regulated financial institution combined with the dedicated attention of a specialized wealth team.

The Los Angeles office serves ultra-high-net-worth individuals, family groups, and family offices in the greater Los Angeles metropolitan area, including clients in adjacent markets throughout Southern California.

Regulatory Context

U.S. Bank National Association is a federally chartered bank supervised by the Office of the Comptroller of the Currency (OCC). Investment products offered through Ascent are not FDIC insured, not bank guaranteed, and may lose value. Tax and legal advice is not provided by U.S. Bank or its representatives; clients should consult independent tax and legal counsel. Family Office Services are non-fiduciary in nature.

Languages & Accessibility

Client services are conducted primarily in English. For specific language accommodations or in-office accessibility needs at the 29th-floor Los Angeles location, contact the office directly at +1 415-509-6857 or submit a request via ascent.usbank.com.

Location & Contact

• Address: 633 W 5th St, 29th Floor, Los Angeles, CA 90071
• Phone: +1 415-509-6857
• Website: ascent.usbank.com

Last verified (desk review): April 2026 — NAP confirmed from directory listing; service descriptions and Barron’s ranking from ascent.usbank.com public content; U.S. Bank regulatory disclosures applied verbatim from official site.

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Trademarks belong to their owners. Ascent Private Capital Management is a registered trademark of U.S. Bank National Association.