Oneascent Capital
Firm details
- Headquarters
- Hoover, Alabama
- CRD number
- 323220
- Registered since
- October 13, 2022
- Website
- oneascent.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies56.68%
- Pooled Investment Vehicles43.32%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Oneascent Capital operates as a limited liability company and is registered with the SEC (registered in 2022). The firm classifies itself as an institutional RIA serving an institutional client base. Its advisory work focuses on portfolio management for investment companies and for pooled investment vehicles. Fee arrangements include both a percentage-of-AUM component and performance-based fees. The firm reports it is not an active ESG investor, is not a multi-state adviser, and does not serve as a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Robert Grubb
COOCRD 6618081

Harry Pearson
Founder & CEOCRD 2847191
Contacts
3 of 3
Ashleigh Swayze
Managing MemberCRD 4632543

Coleman Pearson
Vice President, Investment SolutionsCRD 6714346

Brian Watson
Director, Investor RelationsCRD 8055177
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hoover, AL
Shelby
Location
Hoover, AL
Headquartered in Hoover, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.
- Metro area
- Birmingham-Hoover-Talladega, AL
- Region
- South
- County
- Shelby
- Address
- 23 Inverness Center Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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