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Ascentis Asset Management, LLC

● SEC registered since 2022CRD 318126SEC# 801-123264Dallas, TX
Export (members)
Reg. AUM
—
Employees
9
Accounts
—
Location
Dallas, TX

Ascentis Asset Management, LLC assets under management

Ascentis Asset Management, LLC operates as an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2022. It employs 9 people.
am.ascentis.coView on SEC.gov ↗

Ascentis Asset Management, LLC owners & executives

8 reported
NameTitleOwnershipSince
Ascentis Operations, LLC ControlOwnerOver 75%2025
Matthew Mark ReynoldsChief Compliance OfficerUnder 5%2025
Merlin Wayne Sorenson ControlPresident & CioUnder 5%2025
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Frequently asked questions

How many employees does Ascentis Asset Management, LLC have?

Ascentis Asset Management, LLC reports 9 employees.

Where is Ascentis Asset Management, LLC located?

Ascentis Asset Management, LLC is based in Dallas, TX and has been SEC-registered since 2022.

Does Ascentis Asset Management, LLC disclose fund performance?

Ascentis Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5001 Spring Valley Rd, Suite 810w, Dallas, TX 75244
Phone866-273-1563
Fax949-428-4290
Office hours8:00 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Regulatory AUM

$559.3MNo change
Mar '25 — $559.3MApr '25 — $559.3MMay '25 — $559.3MJun '25 — $559.3MJul '25 — $559.3MAug '25 — $559.3MSep '25 — $559.3MOct '25 — $559.3MNov '25 — $559.3MDec '25 — $559.3MJan '26 — $559.3MFeb '26 — $559.3MMar '26 — $559.3MApr '26 — $559.3MMay '26 — $559.3MJun '26 — $559.3M
Mar '25Form ADV, monthlyJun '26

How this firm compares

EmployeesTop 43%
More than 57% of 16,825 advisers