ONEASCENT CAPITAL
Birmingham, United States · CRD 323220
SEC-registered investment adviser since 2022 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$55.6m
- Main clients (by assets)Mutual funds and ETFs 57%, Private funds 43%
- Private funds2 · $24.1m gross assets
- Websiteoneascent.com
- Form ADV · 2026-03-19SEC adviser record
- Kindmutual funds, wealth
- Others nearbyBirmingham, AL, Satellite Beach, FL, Pensacola, FL, Myrtle Beach, SC
- FamilyONEASCENT WEALTH MANAGEMENT · 2 related pages · largest: ONEASCENT WEALTH MANAGEMENT
As an employer
- Staff (Form ADV)1 · 1 in investment roles
- Offices in1 country
- Private fundsother private 2