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ONEASCENT INVESTMENT SOLUTIONS, LLC
CRD 285512 · SEC 801-110054
23 IVERNESS PARKWAY, SUITE 100, BIRMINGHAM, AL, 35242, United States
Phone
2053139142
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$987.2M
Discretionary AUM
$987.2M
Team
27 total employees; 9 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $1.9M |
| High net worth individuals | 3 | $13.4M |
| Investment companies | 5 | $815.9M |
| Pooled investment vehicles | 5 | $155.2M |
| Corporations/business entities | 1 | $850K |
States served
AL
Official SEC filing: View on IAPD