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| Ascentis Independent Advisors LLC
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|---|---|
| CRD # | 322879 |
| SEC # | 801-126441 |
| CIK # | 0001845003 |
| AUM | $2.1 B (2026-06-17) |
| Employees | 43 (91% Investors, 9% Brokers) |
| Phone | 866-273-1563 |
| Address | 5001 Spring Valley Road Dallas, TX 75244 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001845003 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 72.1 | ||
| Apple Inc | 62.8 | ||
| Microsoft Corp | 29.0 | ||
| Amazon Com Inc | 25.1 | ||
| Alphabet Inc | 21.4 | ||
| Broadcom Inc | 17.4 | ||
| J P Morgan Chase & Co | 14.0 | ||
| Tesla Motors Inc | 10.6 | ||
| Gilead Sciences Inc | 9.7 | ||
| Costco Wholesale Corp /NEW | 9.3 | ||
| Facebook Inc | 9.1 | ||
| Johnson & Johnson | 8.8 | ||
| Wal Mart Stores Inc | 8.5 | ||
| Chevron Corp | 8.3 | ||
| AbbVie Inc | 8.0 | ||
| United Technologies Corp /DE/ | 7.4 | ||
| Visa Inc | 7.2 | ||
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| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Suncoast Equity Management LLC
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|
FL | 2.1 |
|
American Capital Management Inc
✚
|
NY | 2.1 |
|
Transamerica Financial Advisors LLC
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|
PA | 2.1 |
|
The Wealth Alliance LLC
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|
NY | 2.1 |
|
Ameraudi Asset Management Inc
✚
|
NY | 2.1 |
|
Quadrant Private Wealth Management LLC
✚
|
PA | 2.1 |
|
United Asset Strategies Inc
✚
|
NY | 2.1 |
|
Maren Capital LLC
✚
|
IL | 2.1 |
|
Indivisible Partners LLC
✚
|
FL | 2.1 |
|
Segment Wealth Management LLC
✚
|
TX | 2.1 |