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

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 structured as an LLC and SEC-registered since 2016. The firm serves both individual and family clients as well as institutional clients and describes itself as a capital allocator. Its advisory menu includes comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, manager selection, and educational workshops. In addition to its RIA work, Oneascent engages in broker-dealer representative activities and operates personnel who are insurance brokers and accountants, indicating a multi-licensed capability across advice, insurance, and execution. Oneascent reports not being an active ESG investor. It also identifies as a sponsor, general partner and managing member of pooled investment vehicles, which aligns with its stated capital allocation role and use of third-party managers.