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Michael Folmer

Treasurer and Vice President, Tax & Finance at Ascensus Investment Advisors

Officer recordForm ADV filed 17 August 2026

Michael Folmer is Treasurer and Vice President, Tax & Finance of Ascensus Investment Advisors, LLC, a Needham investment adviser.

Career

Michael Folmer has been Treasurer and Vice President, Tax & Finance of Ascensus Investment Advisors since July 2015. Michael Folmer is a control person of the firm and directly owns under 5% of it.

Ascensus Investment Advisors, LLC is a Needham, MA firm with $13B under management, 27 clients and 2 advisers in one office, as of its August 2026 filing.

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Credentials and registrations

Individual registration and examination information for Michael Folmer is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Michael Folmer
CRD
5655451
Record basis
Form ADV officer listing

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Michael Folmer work?

Michael Folmer has been Treasurer and Vice President, Tax & Finance of Ascensus Investment Advisors, LLC since July 2015, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 17 August 2026

Leadership at Ascensus Investment Advisors

Sources

  1. IAPD individual lookup, CRD 5655451. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Ascensus Investment Advisors, LLC, filed 17 August 2026. Title, control and ownership bands.

Retrieved 18 October 2026. The SEC record may have been amended since.

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