ONEASCENT FAMILY OFFICES

Overview

Oneascent Family Offices is an independent, SEC-registered RIA organized as an LLC that serves individual and family clients. Founded as a multi-service advisory platform, the firm combines financial planning and portfolio management with ancillary business activities such as insurance brokerage and accounting. Their fee arrangements include AUM-based fees as well as hourly and fixed-fee engagements. Oneascent is not positioned as a capital allocator in the sense of running a multi-manager fund of funds; instead it appears to serve as an advisory and family-office style provider for high-net-worth households. The firm is not an active ESG investor and does not operate as a multi-state adviser beyond its current footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices