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| Keyboard |
| Oneascent Financial Services LLC
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|---|---|
| CRD # | 284549 |
| SEC # | 801-108265 |
| CIK # | 0001780985 |
| AUM | 3,538.0 M (2026-06-16) |
| Employees | 161 (46% Investors, 10% Brokers) |
| Phone | 205-313-9142 |
| Address | 23 Inverness Parkway Birmingham, AL 35242 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 24.0 | ||
| Apple Inc | 21.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,324 | 1.1 |
| (b) Individuals (high net worth individuals) | 804 | 1.9 |
| (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 | 70 | 0.3 |
| (h) Charitable organizations | 45 | 0.2 |
| (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 | 36 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 16,009 | 3.5 |
| By Discretionary | ||
| Discretionary | 13,433 | 3.1 |
| Non-Discretionary | 2,576 | 0.5 |
| Total | 16,009 | 3.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.5 | |
| Total | 16,009 | 3.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001780985] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 15 |
| Serves | Institutional, Retail, Research |
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