Oneascent Financial Services LLC
Birmingham, AL·SEC-registered · CRD #284549
Oneascent Financial Services LLC is an SEC-registered investment advisory firm in Birmingham, AL managing $3.5B across 19k client accounts, with 74 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$3.5B
Client accounts
19k
Advisory staff
74
Fee model
Fee-based
How Oneascent Financial Services LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
BEFORE YOU CALL ONEASCENT FINANCIAL SERVICES LLC
See how Oneascent compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Oneascent Financial Services LLC. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Oneascent Financial Services LLC? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Oneascent Financial Services LLC
How much does Oneascent Financial Services LLC manage?
Per its most recent SEC Form ADV filing (06/16/2026), Oneascent Financial Services LLC reports $3.5B in regulatory assets under management across roughly 19k client accounts.
How does Oneascent Financial Services LLC charge?
Oneascent Financial Services LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Oneascent Financial Services LLC a fiduciary?
Yes. Oneascent Financial Services LLC is registered with the U.S. Securities and Exchange Commission (CRD #284549), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Oneascent Financial Services LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Oneascent Financial Services LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Birmingham, AL
Profile compiled from Oneascent Financial Services LLC's public SEC Form ADV filing (CRD #284549, filed 06/16/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Oneascent Financial Services LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Oneascent Financial Services LLC? Claim this profile.