Oneascent Family Offices 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 $544M in regulatory assets under management, 14 employees, 8 offices, and 292 accounts.
Assets Under Management
$544M
Employees
14
Offices
8 offices
Total Clients
78
Primary office
BIRMINGHAM, AL
23 INVERNESS CENTER PARKWAY, BIRMINGHAM, AL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 55.1% of total clients.
Top client categories% of clientsClients
1
Individuals
55.1%
43
2
HNWI
44.9%
35
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$544Mas of April 28, 2026
Discretionary93.7%
$510M
94% of total RAUM93.7%
Non-discretionary6.3%
$34M
6% of total RAUM6.3%
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$544M
Total Accounts292
10Y AUM Change+$544M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee6:1
10Y Employee Change+11 (+366.7%)
* 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.