ONEASCENT FINANCIAL SERVICES LLC

BIRMINGHAM, Alabama·4 registered advisors·CRD# 284549
SEC# 801-10826532205-313-9142
01

Firm Overview

AUM
$1.8B
Regulatory assets under management
Employees
80
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at ONEASCENT FINANCIAL SERVICES LLC

4 registered advisors
Harry Noble Pearson
BIRMINGHAM, Alabama
Robert Wayne Grubb
BIRMINGHAM, Alabama
Ryan Deane Zeeb
MAUMEE, Ohio
Thomas James Claud
BIRMINGHAM, Alabama
05

Office Locations

BIRMINGHAM, Alabama
3 advisors
MAUMEE, Ohio
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. ONEASCENT FINANCIAL SERVICES LLC (CRD# 284549) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.