Institutional
    SEC Registered

    Oneascent Investment Solutions, LLC

    Registered investment advisor · Birmingham, Alabama · CRD #285512

    Assets Under Management
    $987M
    Client Accounts
    47
    Employees
    27
    CRD Number
    285512
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

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

    About Oneascent Investment Solutions, LLC

    OneAscent Investment Solutions LLC offers investment advisory services, managed accounts, and proprietary strategies to professional advisors. It aims to align clients' financial planning with their values. OneAscent Wealth Management provides similar services to individual clients.

    Fee Structure

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

    Contacts, 13F holdings & brochure intel for Oneascent Investment Solutions, LLC

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    Frequently Asked Questions

    What is Oneascent Investment Solutions, LLC's AUM?

    Oneascent Investment Solutions, LLC reports approximately $987M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Oneascent Investment Solutions, LLC headquartered?

    Oneascent Investment Solutions, LLC is headquartered in Birmingham, Alabama.

    What is Oneascent Investment Solutions, LLC's CRD number?

    Oneascent Investment Solutions, LLC's CRD number is 285512. 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 Investment Solutions, LLC manage?

    Oneascent Investment Solutions, LLC manages approximately 47 client accounts according to its latest SEC filing.

    Is Oneascent Investment Solutions, LLC SEC registered?

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

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