Ascentis Asset Management, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 318126
- SEC number
- 801-123264
- Firm type
- RIA
- Assets under management
- Not yet retrieved from the source record
- Website
- am.ascentis.co ↗
- Phone
- 866-273-1563
- Address
- 5001 Spring Valley Rd, Dallas, TX, 75244
Advisors at this firm
6 in our index · page 1 of 1
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Kimberly T AbmeyerCRD 4288287 · Dallas, TXIA RegisteredBroker
-
Kyle FairallCRD 6313351 · Fort Bragg, CAIA RegisteredBroker
-
David Edward LeightonCRD 5120459 · Powell, WYIA RegisteredRegistration inactive
-
John David PakCRD 2741277 · Encinitas, CAIA Registered
-
Max Andrew RockwellCRD 6390435 · Dallas, TXIA RegisteredRegistration inactive
-
Douglas Michael WoodCRD 7815367 · Dallas, TXIA Registered
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 318126 ↗
FINRA BrokerCheck record for firm CRD 318126 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.