ASCENTIS ASSET MANAGEMENT, LLC

Overview

Ascentis Asset Management, LLC is an SEC‑registered investment adviser organized as a limited liability company. The firm began SEC registration in 2022 and operates under a percentage‑of‑AUM fee model, providing portfolio management services primarily for individuals and small businesses. Ownership is identified as a domestic entity with an individual owner, and the adviser is reported as related to another advisory entity. The firm does not position itself as an ESG investor and lists affiliations with other investment advisers, an insurance company, and a real estate broker, indicating connections across distribution and property channels. Ascentis was included on Forbes’ "America’s Top RIA Firms" list in 2023.

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Location & Offices