Wealth Manager
    SEC Registered
    Manages Private Funds

    Oneascent Financial Services LLC

    Registered investment advisor · Birmingham, Alabama · CRD #284549

    Assets Under Management
    $3.5B
    Client Accounts
    16,009
    Employees
    161
    CRD Number
    284549
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Fidelity Brokerage Services Llc

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

    About Oneascent Financial Services LLC

    OneAscent Financial Services LLC offers investment advisory services, manages assets, and integrates faith-aligned planning since 2017. It focuses on managed accounts and proprietary strategies. 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 Financial Services LLC's AUM?

    Oneascent Financial Services LLC reports approximately $3.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Oneascent Financial Services LLC headquartered?

    Oneascent Financial Services LLC is headquartered in Birmingham, Alabama.

    What is Oneascent Financial Services LLC's CRD number?

    Oneascent Financial Services LLC's CRD number is 284549. 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 Financial Services LLC manage?

    Oneascent Financial Services LLC manages approximately 16,009 client accounts according to its latest SEC filing.

    Is Oneascent Financial Services LLC SEC registered?

    Yes, Oneascent Financial Services LLC is registered with the SEC as an investment adviser with an approved registration status.

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