Ricky Graves
Investment adviser representative at Ascendor Wealth, LLC
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$145.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Parlay HoldingsSep 2022 to now
- Wisdomcrest, Inc.Jun 2020 to now
- Lord and Graves, Inc.Dec 2019 to now
- Delia Management, Inc.Dec 2018 to now
- Cg Solutions of Nc, LLCNov 2018 to now
- Dormie, LLCSep 2018 to now
- Graves May, PllcJul 2013 to now
- Sicarius, LLCJul 2013 to now
- Ascendor Wealth, LLCSep 2008 to now
- Wgap, LLCJan 2005 to now
- Cloudhesive, LLCJul 2014 to May 2021
- Lmg Capital Resources, LLCJul 2014 to Dec 2020
- Coastal Accounting Professionals LLCJan 2004 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (NC).
Ascendor Wealth, LLC
$145.6MAssets managed
140Clients
6Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5395117
- Firm CRD
- 148969