Oneascent Wealth Management
Firm details
- Headquarters
- Birmingham, Alabama
- CRD number
- 308057
- Registered since
- May 11, 2020
- Website
- oneascent.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI55%
- Individuals40.73%
- Charitable Organizations2.02%
- Corporations / Businesses1.94%
- Pension & Profit Sharing Plans0.32%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Oneascent Wealth Management is an independent registered investment advisor organized as an LLC and SEC-registered in 2020. The firm functions as a capital allocator and provides advice to individuals, families and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selection of third‑party advisers. Oneascent also operates as an insurance broker and has affiliations that include acting as an investment adviser and sponsor, general partner, and managing member of pooled investment vehicles. Fees are charged via a mix of asset‑based percentages, hourly rates and fixed fees. The firm does not position itself as an ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities68%
- Public Funds/Mutual Funds17%
- Cash & Cash Equivalents11%
- Private Funds2%
- US Government Bonds1%
Owners & executives
2 of 2
Robert Grubb
COOCRD 6618081
Harry Pearson
Founder & CEOCRD 2847191
Contacts
3 of 12
Michael Key
Client Services RepresentativeCRD 8128173
Faustino Munoz
Wealth AdvisorCRD 7458499
Benjamin Craft
Financial AdvisorCRD 7041794
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 82Active vs passive
$288M in ETFs
15%
$42.6M
75%
$245M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ONEASCENT CORE PLUS BOND ETF (OACP) | Active | Intermediate Core Plus Bond | $58.9M | 2,592,408 | 20.46% |
Location
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
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