| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashleigh Cooper Swayze Control | Chief Compliance Officer | Under 5% | 2017 |
| Coleman James Pearson Control | President | Under 5% | 2022 |
| Harry Noble Pearson Control | Managing Member | Under 5% | 2017 |
Oneascent Investment Solutions, LLC reports $639.8 million in regulatory assets under management on its Form ADV.
Oneascent Investment Solutions, LLC reports 9 employees.
Oneascent Investment Solutions, LLC is based in Birmingham, AL and has been SEC-registered since 2017.
Oneascent Investment Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 23 Iverness Parkway, Suite 100, Birmingham, AL 35242 |
| Phone | 2053139142 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | Yes |
| Discretionary | $638M |
| Non-discretionary | $1.8M |
| Total (RAUM) | $639.8M |