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Oneascent Family Office LLC

● SEC registered since 2022CRD 323305SEC# 801-126924Birmingham, AL
Export (members)
Reg. AUM
$360.2M
Employees
10
Accounts
168
Location
Birmingham, AL

Oneascent Family Office LLC assets under management

Oneascent Family Office LLC is an investment advisory firm registered with the SEC based in Birmingham, AL. The firm has been registered since 2022. It reports $360.2 million in regulatory assets under management and employs 10 people.
oneascent.comView on SEC.gov ↗

Oneascent Family Office LLC owners & executives

5 reported
NameTitleOwnershipSince
Harry Noble Pearson ControlManaging MemberUnder 5%2022
Oneascent Holdings LLC ControlOwnerOver 75%2022
Robert Wayne Grubb ControlChief Operating OfficerUnder 5%2022
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Frequently asked questions

How much does Oneascent Family Office LLC manage?

Oneascent Family Office LLC reports $360.2 million in regulatory assets under management on its Form ADV.

How many employees does Oneascent Family Office LLC have?

Oneascent Family Office LLC reports 10 employees.

Where is Oneascent Family Office LLC located?

Oneascent Family Office LLC is based in Birmingham, AL and has been SEC-registered since 2022.

Does Oneascent Family Office LLC disclose fund performance?

Oneascent Family Office LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address23 Inverness Center Parkway, Birmingham, AL 35242
Phone(205) 313-9142
Office hours8:00 a.m. - 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$356.3M
Non-discretionary$3.9M
Total (RAUM)$360.2M