Kimberly T. Abmeyer

ASCENTIS WEALTH MANAGEMENT

DALLAS, TX 75244

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CRD#: 4288287

Professional summary

Kimberly T Abmeyer, CFP®, who also goes by Kimberly Lynn Thomas, is a registered financial advisor currently at ASCENTIS WEALTH MANAGEMENT, LLC located in Dallas, Texas and ASCENTIS ASSET MANAGEMENT, LLC located in Dallas, Texas.

Kimberly is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Kimberly has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kimberly Lynn Thomas

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. LICENSED INSURANCE AGENT ADDRESS: DALLAS, TX NATURE OF THE BUSINESS: INSURANCE SALES POSITION/TITLE: BUSINESS OWNER INVESTMENT RELATED: YES START DATE: MARCH 2017 HOURS PER MONTH DEVOTED TO THIS BUSINESS: 0.5 HOURS HOURS PER MONTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS: 0.5 HOURS DESCRIPTION OF DUTIES: SELL INSURANCE PRODUCTS 2. SCOUT AND CELLAR WINE CONSULTANT; ADDRESS: DALLAS, TX; NATURE OF THE BUSINESS: WINE CONSULTANT; POSITION/TITLE: INDEPENDENT WINE CONSULTANT; INVESTMENT RELATED: NO; START DATE: AUGUST 2019; HOURS PER MONTH DEVOTED TO THIS BUSINESS: 6; HOURS PER MONTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS: 1 HOUR; DESCRIPTION OF DUTIES: WINE CONSULTANT. 3. Sanders, Morris, Harris- Broker for SMH. This is for commission based business. Approx 3 hours a month on this not during trading hours. 4.Ascentis Wealth Partner- Registered Investment Advisor. 20 hours per month spent on this with 3 hours during trading hours. 5- Ascentis Asset Management- Registered Investment Advisor. 6 hours per month spent on this with 1 hour spent during trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kimberly T Abmeyer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

February 18, 2025 - Present

ASCENTIS WEALTH MANAGEMENT, LLC

Office #1: 5001 Spring Valley Rd Suite 810w, Dallas, TX 75244

RIA

CRD#: 330923

DALLAS, TX

Current

October 24, 2025 - Present

ASCENTIS ASSET MANAGEMENT, LLC

Office #1: 5001 Spring Valley Rd Suite 810w, Dallas, TX 75244

RIA

CRD#: 318126

DALLAS, TX

Current

July 29, 2020 - Present

SANDERS MORRIS LLC

Office #1: 5950 Sherry Lane Suite 470, Dallas, TX 75225

RIA

CRD#: 20580

Dallas, TX

Past

December 6, 2024 - August 25, 2025

ORG PARTNERS ASSET MANAGEMENT

RIA

CRD#: 330922

DALLAS, TX

Past

March 2, 2022 - March 10, 2025

ORG PARTNERS

RIA

CRD#: 312728

Dallas, TX

Past

September 25, 2018 - February 28, 2022

XO WEALTH MANAGEMENT

RIA

CRD#: 281767

DALLAS, TX

Past

October 16, 2015 - August 2, 2018

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

DALLAS, TX

Past

October 16, 2015 - August 2, 2018

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

DALLAS, TX

Past

March 23, 2010 - October 23, 2015

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

DALLAS, TX

Past

January 21, 2005 - October 23, 2015

J.P. MORGAN SECURITIES LLC

CRD#: 79

DALLAS, TX

Past

April 9, 2002 - February 1, 2005

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

DALLAS, TX

Past

November 7, 2000 - February 1, 2005

RBC CAPITAL MARKETS, LLC

CRD#: 31194

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ASCENTIS ASSET MANAGEMENT, LLC

CRD#: 318126 / SEC#: 801-123264

RIA

Registered Investment Advisory firm - (2/18/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Texas
(7/29/2020)

IAR

Texas
(2/18/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/12/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 8/2/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/6/2000

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

ASCENTIS ASSET MANAGEMENT, LLC

CRD#: 318126 / SEC#: 801-123264

RIA

Registered Investment Advisory firm - (2/18/2022 Approved)

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Contact information

Main Address

5001 Spring Valley Rd Suite 810w, Dallas, TX 75244

Mailing Address

Phone number

(866) 273-1563

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ASCENTIS ASSET MANAGEMENT, LLC (8/4/2025)

Regulatory assets under management

Total Number of Accounts	3,654
AUM (Assets Under Management)	$ 559,270,765

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Kimberly T. Abmeyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kimberly T Abmeyer's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASCENTIS ASSET MANAGEMENT, LLC

SANDERS MORRIS LLC

ORG PARTNERS ASSET MANAGEMENT

ORG PARTNERS

XO WEALTH MANAGEMENT

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

Primary Firm SEC Registration

ASCENTIS ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/12/2001

SIE

Date: 8/2/2018

Series 7

Date: 11/6/2000

FINRA

Nasdaq Stock Market

Current Firm

ASCENTIS ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASCENTIS ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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