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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Oneascent Family Office LLC
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|---|---|
| CRD # | 323305 |
| SEC # | 801-126924 |
| CIK # | 0002055812 |
| AUM | $360.2 M (2025-05-12) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 205-313-9142 |
| Address | 23 Inverness Center Parkway Birmingham, AL 35242 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($k) | |
|---|---|---|---|
| Microsoft Corp | 3.2 | ||
| Nvidia Corp | 1.6 | ||
| Amazon Com Inc | 1.4 | ||
| Broadcom Inc | 1.4 | ||
| Alphabet Inc | 1.0 | ||
| Tesla Motors Inc | 1.0 | ||
| Alphabet Inc | 1.0 | ||
| Mastercard Inc | 0.9 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.9 | ||
| Holdings by Sector ($k) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 4.4 |
| (b) Individuals (high net worth individuals) | 27 | 110.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.4 |
| (h) Charitable organizations | 0 | 243.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 168 | 360.2 |
| By Discretionary | ||
| Discretionary | 162 | 356.3 |
| Non-Discretionary | 6 | 3.9 |
| Total | 168 | 360.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 360.2 | |
| Total | 168 | 360.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002055812] |
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0.4 |