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ONEASCENT FINANCIAL SERVICES LLC
CRD 284549 · SEC 801-108265
23 INVERNESS PARKWAY, BIRMINGHAM, AL, 35242, United States
Phone
205-313-9142
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.54B
Discretionary AUM
$3.05B
Team
161 total employees; 74 advisory reps; 15 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4324 | $1.11B |
| High net worth individuals | 804 | $1.92B |
| Pension/profit sharing plans | 70 | $302.8M |
| Charitable organizations | 45 | $182.5M |
| Corporations/business entities | 36 | $27.7M |
States served
AL, AZ, AR, CA, CO, DE, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NV, NJ, NY, NC, ND, OH, OK, OR, PA, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, FL, SD
All web addresses on file
- https://hanner.oneascent.com/
- https://www.lwadvice.com
- https://www.resolutecapitalgrp.com
- https://www.hampton-square.com/
- https://www.loneoakfinancial.com
- https://www.linkedin.com/company/66303643/
- https://www.2-24wealthgroup.com/
- https://zahoranski.oneascent.com/
- https://sovereignfamilyoffice.co
- https://www.facebook.com/tatefinancialpartners
- https://www.linkedin.com/company/solomon-private-wealth/
- https://www.franklinwealthmanagement.com
- https://www.facebook.com/224wealthgroup.com
- https://www.youtube.com/channel/UCj1L04Phd8a3wq90j0NW1IA
- https://www.facebook.com/sovereignprivatewealth
- https://www.hardtfinancial.com
- https://www.providencefa.com
- https://strategencecapital.com
- https://www.stonebridgeadvisers.com
- https://www.valuesinvestingadvisor.com
- https://www.linkedin.com/company/72688099
- https://twitter.com/oneascent
- https://www.purecapitaladvisors.com
- https://www.adventurefinancial.net
- https://www.linkedin.com/company/oneascent
- https://sovereignpw.com/
- https://anthemwealthadvisors.com/
- https://www.facebook.com/profile.php?id=61599124149545
- https://www.affiliatedfinancialplanners.com
- https://www.linkedin.com/company/providencefinancialadvisors/?viewAsMember=true
- https://www.linkedin.com/company/tatefinancialpartners/posts/?feedView=all
- https://linkedin.com/company/provident-oak-financial-llc/posts/?feedView=all
- https://www.linkedin.com/company/stonebridge-wealth-management
- https://www.facebook.com/profile.php?id=100092168839694
- https://www.facebook.com/trina.hanner
- https://tatefinancialpartners.com
- https://riveroakfinancial.com
- https://www.providentoakfinancial.com
- https://www.facebook.com/FlightFinancialAdvisors
- https://www.flightfinancial.com
- https://www.facebook.com/ProvidenceFinancialAdvisors
- https://www.linkedin.com/company/the-cornerstone-financial-group-inc/
- https://www.linkedin.com/company/anthemadvisors/?viewAsMember=true
- https://www.facebook.com/OneAscent/
- https://www.financialsg.net
- https://www.facebook.com/provident-oak-financial-311424182844802
- https://legatum-tx.com
- https://www.linkedin.com/company/adventure-financial/
- https://www.facebook.com/profile.php?id-100077675554067
- https://www.linkedin.com/company/river-oak-financial/
- https://www.youtube.com/@TrinaL.Hanner
- https://www.facebook.com/profile.php?id=10095512987620
- https://www.wealthstewards.ca
- https://www.facebook.com/athemadvisorshsv
- https://www.lwadvice.com
- https://www.thecornerstonefinancialgroup.org
- https://www.instagram.com/solomonprivatewealth/
- https://www.linkedin.com/company/hampton-square-wealth-management/
- https://www.facebook.com/profile/php?id=100064084561488
- https://www.solomonprivatewealth.com
- https://www.facebook.com/loneoakfinancialservices
- https://oneascent.com/
- https://www.youtube.com/@providentoakfinancialllc.6406
- https://www.linkedin.com/company/strategence-capital-llc/
- https://ascensionwealthmgt.com
Official SEC filing: View on IAPD