|
⚲
|
| Oneascent Investment Solutions LLC
✚
| |
|---|---|
| CRD # | 285512 |
| SEC # | 801-110054 |
| CIK # | |
| AUM | $457.2 MM (2024-03-15) |
| Employees | 10 (80% Investors, 0% Brokers) |
| Phone | 205-313-9142 |
| Address | 23 Iverness Parkway Birmingham, AL 35242 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 2 | 1.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 4 | 353.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 101.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 11 | 457.2 |
| By Discretionary | ||
| Discretionary | 11 | 457.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 11 | 457.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 457.2 | |
| Total | 11 | 457.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Tounjian Advisory Partners LLC
✚
|
FL | 0.5 |
|
Cordatus Wealth Management LLC
✚
|
PA | 0.5 |
|
BMB Advisers LLC
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|
CA | 0.5 |
|
Teton Advisors LLC
✚
|
CT | 0.5 |
|
Ironwood Financial LLC
✚
|
AZ | 0.5 |
|
Blake Schutter Theil Wealth Advisors LLC
✚
|
OH | 0.5 |
|
Gross & Hartman Investments LLC
✚
|
PA | 0.5 |
|
Andrews Lucia Wealth Management LLC
✚
|
CA | 0.5 |
|
Beard Investment Services Inc
✚
|
OH | 0.5 |
|
Atlas Brown Inc
✚
|
KY | 0.5 |