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ONEASCENT CAPITAL

ONEASCENT CAPITAL LLC

CRD 323220 · SEC 801-126729

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23 INVERNESS CENTER PKWY, BIRMINGHAM, AL, 35242, United States

Phone

2058471343

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$55.6M

Discretionary AUM

$55.6M

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-19

Disciplinary history

No

Services

Portfolio management (investment companies)Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Investment companies1$31.5M
Pooled investment vehicles2$24.1M

States served

AL

All web addresses on file

Official SEC filing: View on IAPD