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ONEASCENT INVESTMENT SOLUTIONS, LLC
CRD 285512File 801-110054
APPROVED
Retail clients
Disclosure events
Filing as of Mar 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$987.2M
Above cohort median (national)
Discretionary AUM
$987.2M
Clients
20
47 accounts
Employees
27
Above cohort median in AL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Mar 2, 2017
- Principal office
- 23 IVERNESS PARKWAY, SUITE 100, BIRMINGHAM, AL, 35242
- Phone
- 2053139142
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $987.2M
- Discretionary AUM
- $987.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 47
- Non-discretionary accounts
- 0
- Total accounts
- 47
- AUM per client
- $49.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $850K |
| Investment companies | 5 | $815.9M |
| High net worth individuals | 3 | $13.4M |
| Pooled investment vehicles | 5 | $155.2M |
| Individuals (other than high net worth individuals) | 6 | $1.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
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.