CL
Colton M. Lightner
ASCENTIS INDEPENDENT ADVISORS
Osprey, FL 34229
Some features on this profile are disabled
CRD#: 6914865
CL
Colton Montgomery LightnerASCENTIS INDEPENDENT ADVISORS
Professional summary
Colton Montgomery Lightner, CFP®, who also goes by Colton Lightner, Colton Montgomery Lightner, is a registered financial advisor currently at ASCENTIS INDEPENDENT ADVISORS, LLC located in Osprey, Florida.
Colton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Colton has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Always Fiduciary
Aliases
Colton Lightner | Colton Montgomery Lightner
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) Topwater Capital, Investment related, at business address, dba for Golden State Equity Partners RIA, IAR, 10/2/2025, 40 hours/month, Financial Planning and Investment Management 2) The Road to Independence, Inc. - Non-investment related -184 Grand Oak Circle, Venice, FL 34292 - Florida Not for Profit Corporation - Volunteer Director -2 hours/month - 0 hours/month during trading hours - Help make decisions regarding overall strategy of the charity and help organize events.
CRS (Client Relationship Summary) - RIA
Click below to view Colton Montgomery Lightner's 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®
Experience
Current
October 2, 2025 - Present
ASCENTIS INDEPENDENT ADVISORS, LLC
Office #1: 606 S Tamiami Trail, Osprey, FL 34229RIA
CRD#: 322879
Osprey, FL
Past
November 1, 2022 - October 2, 2025
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
Nokomis, FL
Past
February 26, 2021 - November 9, 2022
FOURTHOUGHT PRIVATE WEALTH
RIA
CRD#: 306017
VENICE, FL
Past
May 20, 2019 - January 9, 2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
VENICE, FL
Past
May 17, 2019 - January 9, 2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
VENICE, FL
Past
March 29, 2018 - November 15, 2018
INTEGRITY INVESTMENTS, INC.
BD
CRD#: 31017
VENICE, FL
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".
AI
ASCENTIS INDEPENDENT ADVISORS, LLC
ARENZANO CAPITAL | YOUNG GLOBAL WEALTH STRATEGIES, INC | XARTIS WEALTH ADVISORY GROUP | WINDFALL HILL CAPITAL | WATERSTONE WEALTH | VECTOR3 WEALTH MANAGEMENT | TVN ADVISORS | TRI-VALLEY WEALTH MANAGEMENT | TOPWATER CAPITAL | TINKER CAPITAL | TANGENT RETIREMENT | STRADA WEALTH | SCHNEIDER WEALTH MANAGEMENT | ORGAN PEAK FINANCIAL GROUP | ORG PARTNERS | MORNING STAR WEALTH MANAGEMENT | MARSHALL WEALTH ADVISORS | LONGEVITY WEALTH | LEGACY WEALTH MANAGEMENT | HIDDEN PEAK INVESTMENTS | HEART MOUNTAIN WEALTH MANAGEMENT | GOLDEN STATE EQUITY PARTNERS, LLC | GOLDEN STATE EQUITY PARTNERS | ENRIQUEZ FINANCIAL GROUP | ELIAS FINANCIAL SERVICES | DESERT CITIES WEALTH MANAGEMENT | CONSTANCE WEALTH ADVISORS | CIRQUE FINANCIAL GROUP | BENCHMARK FINANCIAL ADVISORS | BAOBAB WEALTH MANAGEMENT | BAOBAB WEALTH ABROAD | AVELLA PRIVATE WEALTH | ASCENTIS INDEPENDENT ADVISORS, LLC | ASCENTIS INDEPENDENT ADVISORS | ARISE WEALTH MANAGEMENT | ARIMATHEA
CRD#: 322879 / SEC#: 801-126441
RIA
Registered Investment Advisory firm - (8/25/2022 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.Highlighted states indicate IAR registrations
IAR
Florida(10/9/2025)
IAR
Texas(10/2/2025)
Exams
What does exam status mean?
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AI
ASCENTIS INDEPENDENT ADVISORS, LLC
ARENZANO CAPITAL | YOUNG GLOBAL WEALTH STRATEGIES, INC | XARTIS WEALTH ADVISORY GROUP | WINDFALL HILL CAPITAL | WATERSTONE WEALTH | VECTOR3 WEALTH MANAGEMENT | TVN ADVISORS | TRI-VALLEY WEALTH MANAGEMENT | TOPWATER CAPITAL | TINKER CAPITAL | TANGENT RETIREMENT | STRADA WEALTH | SCHNEIDER WEALTH MANAGEMENT | ORGAN PEAK FINANCIAL GROUP | ORG PARTNERS | MORNING STAR WEALTH MANAGEMENT | MARSHALL WEALTH ADVISORS | LONGEVITY WEALTH | LEGACY WEALTH MANAGEMENT | HIDDEN PEAK INVESTMENTS | HEART MOUNTAIN WEALTH MANAGEMENT | GOLDEN STATE EQUITY PARTNERS, LLC | GOLDEN STATE EQUITY PARTNERS | ENRIQUEZ FINANCIAL GROUP | ELIAS FINANCIAL SERVICES | DESERT CITIES WEALTH MANAGEMENT | CONSTANCE WEALTH ADVISORS | CIRQUE FINANCIAL GROUP | BENCHMARK FINANCIAL ADVISORS | BAOBAB WEALTH MANAGEMENT | BAOBAB WEALTH ABROAD | AVELLA PRIVATE WEALTH | ASCENTIS INDEPENDENT ADVISORS, LLC | ASCENTIS INDEPENDENT ADVISORS | ARISE WEALTH MANAGEMENT | ARIMATHEA
CRD#: 322879 / SEC#: 801-126441
RIA
Registered Investment Advisory firm - (8/25/2022 Approved)Loading...
Contact information
Main Address
5001 Spring Valley Road Suite 810w, Dallas, TX 75244
Mailing Address
Phone number
(866) 273-1563
Established
Firm type
Fiscal year end
# of Employees
43
SEC notice filing (38 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7,464 |
| AUM (Assets Under Management) | $ 2,094,861,769 |
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.
