Ascentis Independent Advisors, LLC

RIASEC Registered

Total AUM

$2.1B

Discretionary

$2B

94% of AUM

Avg account

$281K

Accounts

7,464

Employees

Advisory reps

Firm details

Headquarters: Dallas, Texas
CRD number: 322879
Registered since: August 25, 2022
Website: teamgoldenstate.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI70.43%
Individuals24.39%
Corporations / Businesses4.36%
Pension & Profit Sharing Plans0.63%
Charitable Organizations0.2%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Ascentis Independent Advisors, LLC is an independent registered investment adviser that began its SEC registration in 2022. The firm operates as a limited liability company and positions itself as a capital allocator serving both individual/family and institutional clients. Its advisory services span financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Fee arrangements include percentage-of-AUM fees, fixed fees and other structures. The firm does not identify as an active ESG investor and lists affiliations with other investment advisers and an insurance company.