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| Ascentis Independent Advisors LLC
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| CRD # | 322879 |
| SEC # | 801-126441 |
| CIK # | 0001845003 |
| AUM | 2,094.9 M (2026-06-17) |
| Employees | 43 (91% Investors, 9% Brokers) |
| Phone | 866-273-1563 |
| Address | 5001 Spring Valley Road Dallas, TX 75244 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 72.1 | ||
| Apple Inc | 62.8 | ||
| Microsoft Corp | 29.0 | ||
| Amazon Com Inc | 25.1 | ||
| Alphabet Inc | 21.4 | ||
| Broadcom Inc | 17.4 | ||
| J P Morgan Chase & Co | 14.0 | ||
| Tesla Motors Inc | 10.6 | ||
| Gilead Sciences Inc | 9.7 | ||
| Costco Wholesale Corp /NEW | 9.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,080 | 0.5 |
| (b) Individuals (high net worth individuals) | 610 | 1.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 44 | 0.0 |
| (h) Charitable organizations | 9 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 71 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 7,464 | 2.1 |
| By Discretionary | ||
| Discretionary | 7,057 | 2.0 |
| Non-Discretionary | 407 | 0.1 |
| Total | 7,464 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 7,464 | 2.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001845003] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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|
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✚
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