← Directory
ONEASCENT FINANCIAL SERVICES LLC
CRD 284549File 801-108265
APPROVED
Retail clients
Custody
Filing as of Aug 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.54B
Top 25% of cohort (national)
Discretionary AUM
$3.05B
Non-discretionary $485.1M
Clients
5,279
16,009 accounts
Employees
161
Top 25% of cohort in AL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Aug 24, 2016
- Principal office
- 100 GRANDVIEW PLACE, SUITE 200, BIRMINGHAM, AL, 35243
- Phone
- 205-313-9142
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.54B
- Discretionary AUM
- $3.05B
- Non-discretionary AUM
- $485.1M
- Discretionary accounts
- 13,433
- Non-discretionary accounts
- 2,576
- Total accounts
- 16,009
- AUM per client
- $670K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 36 | $27.7M |
| Charitable organizations | 45 | $182.5M |
| High net worth individuals | 804 | $1.92B |
| Pension and profit sharing plans | 70 | $302.8M |
| Individuals (other than high net worth individuals) | 4,324 | $1.11B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.