ONEASCENT CAPITAL

Overview

Oneascent Capital is an SEC-registered investment adviser that serves institutional clients and provides portfolio management for investment companies and pooled investment vehicles. The firm registered with the SEC in 2022 and is organized as a limited liability company. Ownership is listed as both a domestic entity and an individual. FINTRX classifies the firm as not a capital allocator and not a multi-state adviser; it does not identify as an active ESG investor. Fee arrangements combine a percentage-of-assets model with performance-based fees, and the firm’s advisory work explicitly includes managing investment company and pooled-vehicle portfolios rather than only providing standalone discretionary advisory services.

Assets & Accounts

Investments & Alternatives

Location & Offices