Ascentis Asset Management, LLC
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 318126
- Registered since
- February 18, 2022
- Website
- am.ascentis.co
- Custodians
- LPL FINANCIAL LLC, RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Ascentis Asset Management, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2022. The firm provides fee-based portfolio management primarily for individuals and small businesses and reports a related-adviser relationship within its corporate structure. It does not position itself as a capital allocator and is not identified as an active ESG investor. Ascentis received recognition from Forbes in 2023 as one of "America's Top RIA Firms."
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5
Matthew Reynolds
President, Chief Financial OfficerCRD 4077413
Merlin Sorenson
President and CIOCRD 1113496
Kyle Fairall
Chief Investment OfficerCRD 6313351
Contacts
3 of 8
Douglas Wood
Senior Financial PlannerCRD 7815367
John Pak
PrincipalCRD 2741277
David Leighton
Wealth ManagerCRD 5120459
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 5001 Spring Valley Rd
- Time zone
- CT (UTC-6)
- Office locations
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