George Elias
Investment adviser representative at Ascentis Independent Advisors, LLC
15 yearsExperience
1 stateRegistered in
$2.1BFirm assets
4 yearsFirm in business
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Ascentis Independent Advisors, LLCJan 2026 to now
- Premier Tax ConsultantsOct 2011 to now
- Org PartnersJul 2021 to Jan 2026
- Emerald Investment Partners, LLCJun 2020 to Jul 2021
- Regal Investment Advisors, LLCSep 2017 to Jun 2020
- Regulus, LLCSep 2017 to Jun 2020
- Brokers International Financial ServicesAug 2015 to Sep 2017
- Paragon Tax Advisory Services, LLCJun 2015 to Dec 2022
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (OH).
Ascentis Independent Advisors, LLC
$2.1BAssets managed
2,815Clients
51Advisers
4 yearsIn 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
- 6142944
- Firm CRD
- 322879