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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Oneascent Investment Solutions LLC
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| CRD # | 285512 |
| SEC # | 801-110054 |
| CIK # | 0001974438 |
| AUM | $639.8 M (2025-03-18) |
| Employees | 9 (89% Investors, 0% Brokers) |
| Phone | 205-313-9142 |
| Address | 23 Iverness Parkway Birmingham, AL 35242 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($k) | |
|---|---|---|---|
| Nvidia Corp | 1.7 | ||
| Microsoft Corp | 1.7 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 1.2 | ||
| Ingersoll-Rand PLC | 1.1 | ||
| Alphabet Inc | 1.1 | ||
| HDFC Bank Ltd | 1.0 | ||
| Statoil ASA | 0.9 | ||
| Amazon Com Inc | 0.9 | ||
| Gallagher Arthur J & Co | 0.9 | ||
| Rio Tinto PLC | 0.9 | ||
| View All | |||
| Holdings by Sector ($k) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 13 | 14.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 5 | 493.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 131.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 31 | 639.8 |
| By Discretionary | ||
| Discretionary | 29 | 638.0 |
| Non-Discretionary | 2 | 1.8 |
| Total | 31 | 639.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 639.8 | |
| Total | 31 | 639.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001974438] |
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