Oneascent Financial Services LLC

RIASEC RegisteredEst. 2016
Total AUM
$3.5B
Discretionary
$3.1B
86% of AUM
Avg account
$221K
Accounts
16,009
Employees
161
Advisory reps
85

Firm details

Headquarters
Birmingham, Alabama
CRD number
284549
Registered since
August 24, 2016
Website
oneascent.com
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI54.21%
  • Individuals31.28%
  • Pension & Profit Sharing Plans8.56%
  • Charitable Organizations5.16%
  • Corporations / Businesses0.78%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Oneascent Financial Services LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2016. The firm acts as a capital allocator for both individual and family clients as well as institutional clients, offering a mix of percentage-of-AUM, hourly, and fixed fee arrangements. Service lines span financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of sub-advisers, and education/seminars. The firm also operates in broker/insurance capacities and provides accounting services through affiliated business activities. It is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Public Funds/Mutual Funds 51%, Exchange Traded Equities 35%, Cash & Cash Equivalents 8%, US Government Bonds 2%, State & Local Bonds 2%, Non-Exchange Traded Equities 1%51%
  • Public Funds/Mutual Funds51%
  • Exchange Traded Equities35%
  • Cash & Cash Equivalents8%
  • US Government Bonds2%
  • State & Local Bonds2%

Owners & executives

3 of 10
  • Scott Mackenzie

    Scott Mackenzie

    CEO, Lead AdvisorCRD 5642422

  • Cavett Cooper

    Cavett Cooper

    CEOCRD 5849390

  • Nelson Negron

    Nelson Negron

    President, COOCRD 4998646

Unlock 7 more executives →

Contacts

3 of 75
  • Cameron Collier

    Cameron Collier

    FounderCRD 5763269

  • Matthew Moses

    Matthew Moses

    Vice PresidentCRD 5836241

  • John Mcdonald

    John Mcdonald

    Financial AdvisorCRD 5238407

Unlock 72 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 422

Active vs passive

$2B in ETFs

Passive

56%

$1.1B

Active

28%

$892M

ETFProviderStyleCategoryValueShares% of portfolio
ONEASCENT CORE PLUS BOND ETF (OACP)ActiveIntermediate Core Plus Bond$128M5,625,5236.29%
Unlock additional holdings →

Location

Primary office

Birmingham, AL

Jefferson

Location

Birmingham, AL

Headquartered in Birmingham, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.

Metro area
Birmingham-Hoover-Talladega, AL
Region
South
County
Jefferson
Address
100 Grandview Pl
Time zone
CT (UTC-6)
Office locations

Similar firms

Johnson Sterling, Inc.

RIA

Birmingham, AL

AUM $3.9BTEAM 10REPS 6

Stonex Advisors Inc.

RIA

Birmingham, AL

AUM $5.1BTEAM 220REPS 242

Eversource Wealth Advisors, LLC

RIA

Birmingham, AL

AUM $5.1BTEAM 76REPS 81

Arlington Partners LLC

RIA

Birmingham, AL

AUM $2.3BTEAM 14REPS 9

Vulcan Value Partners LLC

RIA

Birmingham, AL

AUM $6.1BTEAM 38REPS 11

Harbert Fund Advisors, LLC

RIA

Birmingham, AL

AUM $7.8BTEAM 147REPS 7
More RIAs in Birmingham →All Alabama RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth