ONEASCENT WEALTH MANAGEMENT

Birmingham, United States · CRD 308057

SEC-registered investment adviser since 2020 · limited liability company. It files no 13F, so there are no holdings to show.

Assets managed$475.6m
Main clients (by assets)High net worth individuals 55%, Individuals 41%, Charities 2%
Websiteoneascent.com
Form ADV · 2026-08-14SEC adviser record

Kindmutual funds, wealth
Others nearbyBirmingham, AL, Satellite Beach, FL, Pensacola, FL, Myrtle Beach, SC
FamilyONEASCENT WEALTH MANAGEMENT · 2 related pages

As an employer

Staff (Form ADV)23 · 12 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
Indian Harbor Beach, FLUnited States	United States	2
Myrtle Beach, SCUnited States	United States	1
Pensacola, FLUnited States	United States	1

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