Ascentis Independent Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated April 28, 2026, reports $2.1B in regulatory assets under management, 43 employees, 28 offices, and 7,464 accounts.
Assets Under Management
$2.1B
Employees
43
Offices
28 offices
Total Clients
2,815
Primary office
DALLAS, TX
5001 SPRING VALLEY ROAD, SUITE 810W, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 73.9% of total clients.
Top client categories% of clientsClients
1
Individuals
73.9%
2,080
2
HNWI
21.7%
610
3
Corporations
2.5%
71
4
Pension Plans
1.6%
44
5
Charitable
0.3%
9
Additional categories (<0.1%)
Investment Cos.<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.1Bas of April 28, 2026
Discretionary93.7%
$2.0B
94% of total RAUM93.7%
Non-discretionary6.3%
$132M
6% of total RAUM6.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.1B
Total Accounts7,464
10Y AUM Change+$1.7B (+417.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees43
Clients per Employee65:1
10Y Employee Change+19 (+79.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.