Ascentis Independent Advisors, LLC
● SEC registered since 2022CRD 322879SEC# 801-126441Dallas, TX
Reg. AUM
$2.09B
Employees
43
Accounts
7,464
Location
Dallas, TX
Ascentis Independent Advisors, LLC assets under management
Ascentis Independent Advisors, LLC is a registered investment adviser overseen by the SEC based in Dallas, TX. The firm has been registered since 2022. It reports $2.1 billion in regulatory assets under management and employs 43 people.
Ascentis Independent Advisors, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ascentis Operations, LLC Control | Owner | Over 75% | 2025 |
| Catherine Gaynell Bailey | Director | Under 5% | 2026 |
| John Emile Nahas Control | Ceo | Under 5% | 2017 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Ascentis Independent Advisors, LLC manage?
Ascentis Independent Advisors, LLC reports $2.1 billion in regulatory assets under management on its Form ADV.
How many employees does Ascentis Independent Advisors, LLC have?
Ascentis Independent Advisors, LLC reports 43 employees.
Where is Ascentis Independent Advisors, LLC located?
Ascentis Independent Advisors, LLC is based in Dallas, TX and has been SEC-registered since 2022.
Does Ascentis Independent Advisors, LLC disclose fund performance?
Ascentis Independent Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5001 Spring Valley Road, Suite 810w, Dallas, TX 75244 |
| Phone | 866-273-1563 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.09B▲ 182%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
EmployeesTop 13%
More than 87% of 16,825 advisers
Assets under management
$2.09Bregulatory AUM
Discretionary $1.96BNon-discretionary $131.9M