ONEASCENT WEALTH MANAGEMENT
Firm details
- Headquarters
- HOOVER, 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, SEC-registered registered investment adviser organized as an LLC and operating since 2020. The firm serves both individual/family and institutional clients and functions as a capital allocator, combining direct portfolio management, financial planning, and selection of third‑party advisers. Its service mix also includes insurance brokerage. Fee arrangements include asset‑based fees, hourly consulting charges, and fixed fees. The firm reports it does not pursue active ESG investing strategies. Oneascent lists roles beyond advisory work: it acts as a sponsor and general partner for pooled investment vehicles and is affiliated with other investment adviser activities. Ownership is recorded as a mix of a domestic entity and an individual.
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 2Robert Grubb
COOCRD 6618081
HARRY PEARSON
Founder & CEOCRD 2847191
Contacts
3 of 13Michael 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 69Active vs passive
$259M in ETFs
17%
$44M
73%
$215M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ONEASCENT CORE PLUS BOND ETF (OACP) | Active | Intermediate Core Plus Bond | $58.2M | 2,561,902 | 22.47% |
Location
HOOVER, AL
SHELBY
Location
HOOVER, AL
Headquartered in HOOVER, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.
- Metro area
- Birmingham-Hoover-Talladega, AL
- Region
- South
- County
- SHELBY
- Address
- 23 Inverness Center Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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