# ASCENTIS INDEPENDENT ADVISORS, LLC

ASCENTIS INDEPENDENT ADVISORS, LLC of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 322879
- Type: SEC-registered investment adviser
- SEC file number: 801-126441
- Location: 5001 SPRING VALLEY ROAD, SUITE 810W, DALLAS, TX, 75244
- Phone: 866-273-1563
- Latest filing: 2026-07-13
- Regulatory AUM: $2.1B
- Discretionary AUM: $2.0B
- Non-discretionary AUM: $131.9M
- Clients: 43
- Accounts: 7,464

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Michael Peter Mansur | TRUSTEE | Dallas, TX |
| Daniel Robert Catone | MANAGING MEMBER | — |
| John Emile Nahas | CEO; MANAGING MEMBER | — |
| Patrick Michael Jeffs-Catone | DIRECTOR; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Matthew Mark Reynolds | CHIEF COMPLIANCE OFFICER | — |
| Catherine Gaynell Bailey | DIRECTOR | — |
| CATONE DANIEL ROBERT | MANAGING MEMBER | — |
| NAHAS JOHN EMILE | MANAGING MEMBER | — |
| JEFFS-CATONE PATRICK MICHAEL | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/322879/brochure
- Similar advisers: https://search.stillhousedata.com/firm/322879/similar
- Related entities: https://search.stillhousedata.com/firm/322879/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/322879

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.