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ONEASCENT FINANCIAL SERVICES LLC
CRD 284549File 801-108265
APPROVED
Retail clients
Custody
Filing as of Aug 14, 2026
Feed vintage Oct 1, 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
- Website
- https://oneascent.com/
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 125 | 161 | increased by36 |
| Apr 1, 2026 | Clients | 4,188 | 5,279 | increased by1,091 |
| Apr 1, 2026 | AUM | $2,610,953,335 | $3,537,993,573 | increased by$927,040,238 |
| Apr 1, 2026 | Accounts | 11,150 | 16,009 | increased by4,859 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 39 | 125 | increased by86 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 837 | 4,188 | increased by3,351 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $385,372,015 | $2,610,953,335 | increased by$2,225,581,320 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,941 | 11,150 | increased by9,209 |
| Apr 1, 2022 | Employees | 22 | 39 | increased by17 |
| Apr 1, 2022 | Clients | 528 | 837 | increased by309 |
| Apr 1, 2022 | AUM | $216,744,791 | $385,372,015 | increased by$168,627,224 |
| Apr 1, 2022 | Accounts | 1,187 | 1,941 | increased by754 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ONEASCENT FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ONEASCENT FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.