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Coleman James Pearson

ONEASCENT CAPITAL LLC·BIRMINGHAM, Alabama
SIE, Series 7, Series 63Clean recordONEASCENT CAPITAL LLC
23 INVERNESS CENTER PKWY, BIRMINGHAM, AL 35242CRD# 6714346Firm CRD# 323220

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Coleman James Pearson · BIRMINGHAM, AL
Registration
CRD #6714346 · ONEASCENT CAPITAL LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ONEASCENT CAPITAL LLC
CRD 323220 · SEC 801-126729
AUM
$21M
Regulatory assets under management
Employees
1
2 client accounts
Services offered by ONEASCENT CAPITAL LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at ONEASCENT CAPITAL LLC →
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Frequently Asked Questions

What services does Coleman James Pearson offer?
Coleman James Pearson specializes in Retirement Planning. Contact their office in BIRMINGHAM, Alabama for a consultation.
What are Coleman James Pearson's credentials?
Coleman James Pearson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Coleman James Pearson located?
Coleman James Pearson is based in BIRMINGHAM, Alabama, working with ONEASCENT CAPITAL LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does Coleman James Pearson charge for services?
Coleman James Pearson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ONEASCENT CAPITAL LLC?
ONEASCENT CAPITAL LLC has approximately 1 employees and manages $21M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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