Oneascent Family Office LLC
● SEC registered since 2022CRD 323305SEC# 801-126924Birmingham, AL
Reg. AUM
$544.5M
Employees
14
Accounts
292
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 $544.5 million in regulatory assets under management and employs 14 people.
Oneascent Family Office LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashleigh Cooper Swayze Control | Chief Compliance Officer | Under 5% | 2026 |
| Harry Noble Pearson Control | Managing Member | Under 5% | 2022 |
| Oneascent Holdings LLC Control | Owner | Over 75% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Oneascent Family Office LLC manage?
Oneascent Family Office LLC reports $544.5 million in regulatory assets under management on its Form ADV.
How many employees does Oneascent Family Office LLC have?
Oneascent Family Office LLC reports 14 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
| Address | 23 Inverness Center Parkway, Birmingham, AL 35242 |
| Phone | (205) 313-9142 |
| Office hours | 8:00 a.m. - 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$544.5M▲ 51%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$544.5Mregulatory AUM
Discretionary $510.1MNon-discretionary $34.4M