Oneascent Capital

RIASEC RegisteredEst. 2022
Total AUM
$55.6M
Discretionary
$55.6M
100% of AUM
Avg account
$18.5M
Accounts
3
Employees
1
Advisory reps
5

Firm details

Headquarters
Hoover, Alabama
CRD number
323220
Registered since
October 13, 2022
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Robert Grubb

    Robert Grubb

    COOCRD 6618081

  • Harry Pearson

    Harry Pearson

    Founder & CEOCRD 2847191

Contacts

3 of 3
  • Ashleigh Swayze

    Ashleigh Swayze

    Managing MemberCRD 4632543

  • Coleman Pearson

    Coleman Pearson

    Vice President, Investment SolutionsCRD 6714346

  • Brian Watson

    Brian Watson

    Director, Investor RelationsCRD 8055177

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth