Oneascent Investment Solutions, LLC
● SEC registered since 2017CRD 285512SEC# 801-110054Birmingham, AL
Reg. AUM
$987.2M
Employees
27
Accounts
47
Location
Birmingham, AL
Oneascent Investment Solutions, LLC assets under management
Oneascent Investment Solutions, LLC is an SEC-registered investment adviser based in Birmingham, AL. The firm has been registered since 2017. It reports $987.2 million in regulatory assets under management and employs 27 people.
Oneascent Investment Solutions, LLC owners & executives
6 reported| 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 |
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Join to unlock · $37/moFrequently asked questions
How much does Oneascent Investment Solutions, LLC manage?
Oneascent Investment Solutions, LLC reports $987.2 million in regulatory assets under management on its Form ADV.
How many employees does Oneascent Investment Solutions, LLC have?
Oneascent Investment Solutions, LLC reports 27 employees.
Where is Oneascent Investment Solutions, LLC located?
Oneascent Investment Solutions, LLC is based in Birmingham, AL and has been SEC-registered since 2017.
Does Oneascent Investment Solutions, LLC disclose fund performance?
Oneascent Investment Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$987.2M▲ 54%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
EmployeesTop 19%
More than 81% of 16,825 advisers
Assets under management
$987.2Mregulatory AUM
Discretionary $987.2M