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ONEASCENT FAMILY OFFICES
ONEASCENT FAMILY OFFICE LLC
CRD 323305 · SEC 801-126924
23 INVERNESS CENTER PARKWAY, BIRMINGHAM, AL, 35242, United States
Phone
(205) 313-9142
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$544.5M
Discretionary AUM
$510.1M
Team
14 total employees; 10 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)FAMILY OFFICE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $13.6M |
| High net worth individuals | 35 | $232.1M |
States served
AL, CA, CO, NY, OH, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD