Oneascent Family Offices

Overview

Oneascent Family Offices is an independent registered investment adviser (SEC-registered in 2022) that positions itself around serving individuals and family clients. The firm combines advisory services—financial planning and portfolio management for individuals and small businesses—with licensed business lines including insurance brokerage and accounting. Its fees are structured as a mix of percentage-of-AUM, hourly charges, and fixed fees. The firm is not identified as an active ESG investor and is not listed as a capital allocator. Regulatory and firm descriptors show it operates as an independent RIA rather than as a broker-dealer or wirehouse affiliate. Industry affiliations list roles such as other investment adviser and sponsor, and involvement as a general partner/managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices