Oneascent Investment Solutions, 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 March 12, 2026, reports $987M in regulatory assets under management, 27 employees, 1 office, and 47 accounts.
Assets Under Management
$987M
Employees
27
Offices
1 office
Total Clients
20
Primary office
BIRMINGHAM, AL
23 IVERNESS PARKWAY, SUITE 100, BIRMINGHAM, AL, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 30.0% of total clients.
Top client categories% of clientsClients
1
Individuals
30.0%
6
2
Investment Cos.
25.0%
5
3
Pooled Investment Vehicles
25.0%
5
4
HNWI
15.0%
3
5
Corporations
5.0%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$987Mas of March 12, 2026
Discretionary100.0%
$987M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$987M
Total Accounts47
10Y AUM Change+$987M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees27
Clients per Employee1:1
10Y Employee Change+26 (+2600.0%)
* 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.