Grant Christopher Wilson
Investment adviser representative at Ascentis Independent Advisors, LLC
10 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
10 years in the industry.
- Ascentis Independent Advisors, LLCJan 2026 to now
- Org Partners, LLCFeb 2025 to Jan 2026
- Defender CapitalMay 2019 to Feb 2025
- UBS Financial Services Inc.Jun 2018 to Apr 2019
- Laxer, Long and Savage DdsMar 2017 to Jun 2018
- Force ManagementNov 2016 to Mar 2017
- North Carolina Missions of MercyAug 2016 to Jan 2018
- Bad Daddy's Burger BarFeb 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 6973904
- Firm CRD
- 322879