ONEASCENT INVESTMENT SOLUTIONS, LLC

Birmingham, United States · CRD 285512

SEC-registered investment adviser since 2017 · limited liability company. It files no 13F, so there are no holdings to show.

Assets managed$987.2m
Main clients (by assets)Mutual funds and ETFs 83%, Private funds 16%, High net worth individuals 1%
Form ADV · 2026-03-12SEC adviser record

Kindmutual funds
Others nearbyBirmingham, AL, Frisco, TX

As an employer

Staff (Form ADV)27 · 9 in investment roles
Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Birmingham, AL (main office)United States	United States	about 8
Frisco, TXUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.