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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 9 | 27 | increased by18 |
| Apr 1, 2026 | Clients | 23 | 20 | decreased by3 |
| Apr 1, 2026 | AUM | $639,824,270 | $987,228,107 | increased by$347,403,837 |
| Apr 1, 2026 | Accounts | 31 | 47 | increased by16 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 12 | 9 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 6 | 23 | increased by17 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $117,932,407 | $639,824,270 | increased by$521,891,863 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 6 | 31 | increased by25 |
| Apr 1, 2022 | Employees | 5 | 12 | increased by7 |
| Apr 1, 2022 | AUM | $43,392,095 | $117,932,407 | increased by$74,540,312 |
| Apr 1, 2022 | Accounts | 8 | 6 | decreased by2 |
| 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 INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ONEASCENT INVESTMENT” 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.