Oneascent Financial Services LLC
● SEC registered since 2016CRD 284549SEC# 801-108265Birmingham, AL
Reg. AUM
$3.54B
Employees
161
Accounts
16,009
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 $3.5 billion in regulatory assets under management and employs 161 people.
Oneascent Financial Services LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashleigh Cooper Swayze Control | Chief Compliance Officer | Under 5% | 2026 |
| Harry Noble Pearson Control | Manager | Under 5% | 2017 |
| Oneascent Holdings LLC Control | Owner | Over 75% | 2017 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Oneascent Financial Services LLC manage?
Oneascent Financial Services LLC reports $3.5 billion in regulatory assets under management on its Form ADV.
How many employees does Oneascent Financial Services LLC have?
Oneascent Financial Services LLC reports 161 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
| Address | 23 Inverness Parkway, Birmingham, AL 35242 |
| Phone | 205-313-9142 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$3.54B▲ 98%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 16%
Larger than 84% of 16,271 advisers
EmployeesTop 5%
More than 95% of 16,825 advisers
Assets under management
$3.54Bregulatory AUM
Discretionary $3.05BNon-discretionary $485.1M