Oneascent Financial Services LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Birmingham, AL. Its latest Form ADV filing, dated April 28, 2026, reports $3.5B in regulatory assets under management, 161 employees, 35 offices, and 16,009 accounts.
Assets Under Management
$3.5B
Employees
161
Offices
35 offices
Total Clients
5,279
Primary office
BIRMINGHAM, AL
23 INVERNESS PARKWAY, BIRMINGHAM, AL, United States
Top client segmentIndividuals represent 81.9% of total clients.
Top client categories% of clientsClients
1
Individuals
81.9%
4,324
2
HNWI
15.2%
804
3
Pension Plans
1.3%
70
4
Charitable
0.9%
45
5
Corporations
0.7%
36
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.5Bas of April 28, 2026
Discretionary86.3%
$3.1B
86% of total RAUM86.3%
Non-discretionary13.7%
$485M
14% of total RAUM13.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$3.5B
Total Accounts16,009
10Y AUM Change+$3.5B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees161
Clients per Employee33:1
10Y Employee Change+152 (+1688.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.