Oneascent Investment Solutions, LLC
Firm details
- Headquarters
- Birmingham, Alabama
- CRD number
- 285512
- Registered since
- March 2, 2017
- Website
- financial.oneascent.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies82.64%
- Pooled Investment Vehicles15.72%
- HNWI1.36%
- Individuals0.19%
- Corporations / Businesses0.09%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment Companies
Firm profile
FINTRXOverview
Oneascent Investment Solutions, LLC is an institutional registered investment adviser organized as an LLC. The firm has been SEC-registered since 2017 and manages portfolios for both individual/family and institutional clients on a percentage-of-AUM fee basis. Its advisory work includes portfolio management for individuals and small businesses as well as for investment companies. Oneascent does not identify as an active ESG investor and is not classified as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities76%
- Public Funds/Mutual Funds22%
- Non-Exchange Traded Equities1%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
Harry Pearson
Founder & CEOCRD 2847191
Robert Grubb
COOCRD 6618081
Contacts
3 of 3
Ashleigh Swayze
Managing MemberCRD 4632543
Coleman Pearson
Vice President, Investment SolutionsCRD 6714346
Brian Watson
Director, Investor RelationsCRD 8055177
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$39M in ETFs
78%
$30.5M
20%
$8.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND (VGIT) | Vanguard | Passive | Intermediate Government | $16.1M | 273,482 | 41.40% |
Location
Birmingham, AL
Shelby
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
- Shelby
- Address
- 23 Iverness Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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