Oneascent Family Offices

RIASEC RegisteredEst. 2022

Total AUM

$544M

Discretionary

$510M

94% of AUM

Avg account

$1.9M

Accounts

292

Employees

Advisory reps

Firm details

Headquarters: Birmingham, Alabama
CRD number: 323305
Registered since: November 21, 2022
Website: oneascentfamilyoffices.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Charitable Organizations53.48%
HNWI42.63%
Individuals2.5%
Corporations / Businesses1.02%
Pension & Profit Sharing Plans0.37%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Oneascent Family Offices is an independent Registered Investment Advisor organized as an LLC and registered with the SEC in 2022. The firm serves individuals and families, offering financial planning and portfolio management for individual clients and small businesses. Its operating model also includes insurance brokerage and accounting activities, and its compensation mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. FINTRX classifies the firm as not a capital allocator and not an active ESG investor. The firm’s public filings and affiliation notes indicate involvement as an adviser and as a sponsor/GP or managing member of pooled investment vehicles, which suggests it can both advise on and organize private-side structures in addition to managing standard client portfolios.