Ascentis Asset Management, LLC
Ascentis Asset Management, LLC is an SEC-registered wealth manager in Dallas, TX with an unreported amount of assets under management (AUM, regulatory AUM), -999% over one year. See who owns Ascentis Asset Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 318126, SEC 801-123264, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- Not reported (2026-04-01)
- Firm type
- Wealth Manager
- Location
- Dallas, TX
- Employees
- 9
- Clients
- 1,883
- CRD
- 318126
- Ownership
- CATONE, DANIEL, ROBERT; FAIRALL, KYLE; GOLDEN STATE ASSET MANAGEMENT, LLC; Reynolds, Matthew, Mark; ASCENTIS OPERATIONS, LLC
How much AUM does Ascentis Asset Management, LLC have?
Ascentis Asset Management, LLC reported an unreported amount of in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns Ascentis Asset Management, LLC?
Disclosed owners and executives of Ascentis Asset Management, LLC include CATONE, DANIEL, ROBERT, FAIRALL, KYLE, GOLDEN STATE ASSET MANAGEMENT, LLC, Reynolds, Matthew, Mark, ASCENTIS OPERATIONS, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.