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Director · Ascentis Independent Advisors, LLC

Catherine G. Bailey

CRD 1121134 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Ascentis Independent Advisors, LLC, an SEC-registered wealth manager based in Dallas, TX with $2.1 billion in regulatory assets, lists Catherine G. Bailey on its Form ADV as Director. The SEC filings also name Catherine at 1 other registered adviser.

Firms and roles

AtlasMembers

Catherine’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Catherine’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.