Oneascent Family Offices
Oneascent Family Offices is an SEC-registered wealth manager in Birmingham, AL with $544.5M assets under management (AUM, regulatory AUM), +51% over one year. See who owns Oneascent Family Offices: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 323305, SEC 801-126924, data through 2026-04-28.
- AUM (assets under management / regulatory AUM)
- $544.5M (2026-04-28)
- Firm type
- Wealth Manager
- Location
- Birmingham, AL
- Employees
- 14
- Clients
- 78
- CRD
- 323305
- Ownership
- PEARSON, HARRY, NOBLE; Grubb, Robert, Wayne; ONEASCENT HOLDINGS LLC; CLAUD, THOMAS, JAMES; SWAYZE, ASHLEIGH, COOPER
How much AUM does Oneascent Family Offices have?
Oneascent Family Offices reported $544.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-28).
Who owns Oneascent Family Offices?
Disclosed owners and executives of Oneascent Family Offices include PEARSON, HARRY, NOBLE, Grubb, Robert, Wayne, ONEASCENT HOLDINGS LLC, CLAUD, THOMAS, JAMES, SWAYZE, ASHLEIGH, COOPER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.