Oneascent Wealth Management

Overview

Oneascent Wealth Management is an independent registered investment adviser formed as an LLC and active since 2020. The firm serves both individual/family and institutional clients and positions itself as a capital allocator that can construct portfolios directly and also select third‑party managers. Advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and manager selection. The firm also operates as an insurance broker and uses multiple fee arrangements — percentage of AUM, hourly charges, and fixed fees. Oneascent does not self-identify as an active ESG investor and is not classified as a pension consultant or related adviser. Its business model combines discretionary portfolio management with access to external alternative managers and insurance solutions, reflecting a hybrid advice-and-sourcing orientation rather than a single-model platform.

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Public Holdings

Investments & Alternatives

Location & Offices