Firm profile

Oneascent Wealth Management

BIRMINGHAM, ALCRD 308057Registration Status: ApprovedEffective since May 11, 2020SEC # 801-118682Latest ADV August 14, 2026

Oneascent Wealth Management 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 August 14, 2026, reports $476M in regulatory assets under management, 23 employees, 6 offices, and 2,616 accounts.

Assets Under Management
$476M
Employees
23
Offices
6 offices
Total Clients
927

Associated firm names

3 names listed
  • ONEASCENT WEALTH MANAGEMENT
  • SOVEREIGN FAMILY OFFICE
  • ONEASCENT WEALTH MANAGEMENT LLC

Leadership

2 roles identified
CCOTomonica M. Stoudemire
COORobert W. Grubb

Advisory services offered

4 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges

Offices & Contact

Primary office

BIRMINGHAM, Alabama, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Alabama

BIRMINGHAMPrimary office

Florida

PENSACOLA · INDIAN HARBOR BEACH

South Carolina

MYRTLE BEACH

4 office records listed · 6 total offices reported. 2 additional office addresses are undisclosed and are not mapped. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$476Mas of August 14, 2026
Discretionary98.0%
$466M
98% of total RAUM98.0%
Non-discretionary2.0%
$9M
2% of total RAUM2.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Client Coverage Demographics

Top client segmentIndividuals represent 85.2% of total clients.
Top client categories% of clientsClients
1
Individuals
85.2%
790
2
HNWI
13.6%
126
3
Charitable
0.6%
6
4
Corporations
0.5%
5
Categories with <5 clients
Pension and profit sharing plans<5 clients

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$476M
Total Accounts2,616
10Y AUM Change+$476M

Private Funds

Private funds reported by Oneascent Wealth Management

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees23
Clients per Employee40:1
10Y Employee Change+18 (+360.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
ONEASCENT HOLDINGS LLCDirect owner · Schedule AInterest in ONEASCENT WEALTH MANAGEMENT
75%+
HARRY NOBLE PEARSONDirect owner · Schedule AInterest in ONEASCENT WEALTH MANAGEMENT
< 5%
HARRY NOBLE PEARSONIndirect owner · Schedule BInterest in ONEASCENT HOLDINGS LLC
75%+

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Oneascent Wealth Management.

Reported ownership and control details

Form ADV · Filing date 2026-08-14 · Schedules A and B

5 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1HARRY NOBLE PEARSONMANAGING MEMBERIndividualONEASCENT WEALTH MANAGEMENTLess than 5%Code NAYesMANAGING MEMBER04/2020Schedule APDF page 29
2Robert Wayne GrubbCHIEF OPERATING OFFICERIndividualONEASCENT WEALTH MANAGEMENTLess than 5%Code NAYesCHIEF OPERATING OFFICER04/2020Schedule APDF page 29
3ONEASCENT HOLDINGS LLCOWNERDomestic entityONEASCENT WEALTH MANAGEMENT75% or moreCode EYesOWNER04/2021Schedule APDF page 29
4TOMONICA MICHELLE STOUDEMIRECHIEF COMPLIANCE OFFICERIndividualONEASCENT WEALTH MANAGEMENTLess than 5%Code NAYesCHIEF COMPLIANCE OFFICER08/2026Schedule APDF page 29
5HARRY NOBLE PEARSONMANAGING MEMBERIndividualONEASCENT HOLDINGS LLC75% or moreCode EYesMANAGING MEMBER04/2021Schedule BPDF page 29

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 8/14/2026 2:48:45 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* 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.