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| Oneascent Investment Solutions LLC
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|---|---|
| CRD # | 285512 |
| SEC # | 801-110054 |
| CIK # | 0001974438 |
| AUM | 987.2 M (2026-03-12) |
| Employees | 27 (33% Investors, 0% Brokers) |
| Phone | 205-313-9142 |
| Address | 23 Iverness Parkway Birmingham, AL 35242 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 2.8 | ||
| Alphabet Inc | 2.3 | ||
| Microsoft Corp | 2.2 | ||
| Statoil ASA | 1.6 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 1.6 | ||
| Amazon Com Inc | 1.3 | ||
| Rio Tinto PLC | 1.0 | ||
| ASML Holding NV | 1.0 | ||
| KLA Tencor Corp | 1.0 | ||
| Nvent Electric PLC | 1.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 1.9 |
| (b) Individuals (high net worth individuals) | 3 | 13.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 5 | 815.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 155.2 |
| (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 | 1 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 47 | 987.2 |
| By Discretionary | ||
| Discretionary | 47 | 987.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 47 | 987.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 987.2 | |
| Total | 47 | 987.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001974438] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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