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Oneascent Financial Services LLC

● SEC registered since 2016CRD 284549SEC# 801-108265Birmingham, AL
Export (members)
Reg. AUM
$2.61B
Employees
125
Accounts
11,150
Location
Birmingham, AL

Oneascent Financial Services LLC assets under management

Oneascent Financial Services LLC is an investment advisory firm registered with the SEC based in Birmingham, AL. The firm has been registered since 2016. It reports $2.6 billion in regulatory assets under management and employs 125 people.
www.hampton-square.comView on SEC.gov ↗

Oneascent Financial Services LLC owners & executives

5 reported
NameTitleOwnershipSince
Harry Noble Pearson ControlManagerUnder 5%2017
Oneascent Holdings LLC ControlOwnerOver 75%2017
Robert Wayne Grubb ControlChief Operating OfficerUnder 5%2017
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Frequently asked questions

How much does Oneascent Financial Services LLC manage?

Oneascent Financial Services LLC reports $2.6 billion in regulatory assets under management on its Form ADV.

How many employees does Oneascent Financial Services LLC have?

Oneascent Financial Services LLC reports 125 employees.

Where is Oneascent Financial Services LLC located?

Oneascent Financial Services LLC is based in Birmingham, AL and has been SEC-registered since 2016.

Does Oneascent Financial Services LLC disclose fund performance?

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

Contact & registration

Address23 Inverness Parkway, Birmingham, AL 35242
Phone205-313-9142
Office hours9:00 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$2.43B
Non-discretionary$178.4M
Total (RAUM)$2.61B