Family Office
    SEC Registered
    Manages Private Funds

    Oneascent Family Offices

    Registered investment advisor · Birmingham, Alabama · CRD #323305

    Assets Under Management
    $544M
    Client Accounts
    292
    Employees
    14
    CRD Number
    323305
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Oneascent Family Offices

    OneAscent Family Offices provides investment advisory and family office services for high net worth clients, focusing on values-based financial solutions. It is part of OneAscent, a group committed to Kingdom-minded financial planning and wealth management. The firm is registered with the SEC.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Oneascent Family Offices's AUM?

    Oneascent Family Offices reports approximately $544M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Oneascent Family Offices headquartered?

    Oneascent Family Offices is headquartered in Birmingham, Alabama.

    What is Oneascent Family Offices's CRD number?

    Oneascent Family Offices's CRD number is 323305. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Oneascent Family Offices manage?

    Oneascent Family Offices manages approximately 292 client accounts according to its latest SEC filing.

    Is Oneascent Family Offices SEC registered?

    Yes, Oneascent Family Offices is registered with the SEC as an investment adviser with an approved registration status.

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