ONEASCENT FAMILY OFFICES

Legal name: ONEASCENT FAMILY OFFICE LLC

CRD 323305File 801-126924

APPROVED

Retail clients

Custody

Filing as of Aug 14, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$544.5M

Above cohort median (national)

Discretionary AUM

$510.1M

Non-discretionary $34.4M

Clients

292 accounts

Employees

Above cohort median in AL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Nov 21, 2022
Principal office: 100 GRANDVIEW PLACE, SUITE 200, BIRMINGHAM, AL, 35243
Phone: (205) 313-9142
Website: https://www.facebook.com/oneascent

Assets & accounts

ADV Item 5F

Total regulatory AUM: $544.5M
Discretionary AUM: $510.1M
Non-discretionary AUM: $34.4M
Discretionary accounts: 288
Non-discretionary accounts: 4
Total accounts: 292
AUM per client: $7.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$5.5M
Charitable organizations	Fewer than 5	$291.2M
High net worth individuals	35	$232.1M
Pension and profit sharing plans	Fewer than 5	$2.0M
Individuals (other than high net worth individuals)	43	$13.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
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 11

This 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.