Key facts
- ONEASCENT FINANCIAL SERVICES LLC is a other based in BIRMINGHAM, AL.
- ONEASCENT FINANCIAL SERVICES LLC reports $2.4M in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 284549- Regulatory AUM
- $2.4M
- Private fund assets
- —
- Private funds
- —
- Staff
- 161
- Registered office
- BIRMINGHAM, AL
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for ONEASCENT FINANCIAL SERVICES LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is ONEASCENT FINANCIAL SERVICES LLC's AUM?
- ONEASCENT FINANCIAL SERVICES LLC manages approximately $2.4M in assets.