$3.5B Total AUM
$3.1B Disc. AUM
88.4% 3Y CAGR
161 Employees
5,294 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Oak crestFusion oak +more
- Established Date
- 08-24-2016
- Office Locations
- 48
Office Locations
10 Four Seasons Place Suite 401 Toronto --
100 Cummings Center Suite 207p #234 Beverly MA
104 South 3RD Street Decatur IN
About Oneascent Financial Services LLC
OneAscent Financial Services is a Birmingham, AL RIA serving retail and institutional clients with financial planning and asset management. The firm helps advisors and investors align portfolios with a biblically informed, values-based worldview, including charitable giving. Portfolios are commonly implemented with ETFs and mutual funds and supported with portfolio construction plus retirement, tax, and estate planning; custody includes Schwab and Fidelity/NFS.
Team overview
42 AVG AGE
$47.8M AVG AUM / ADVISOR
$668.3K AVG AUM / CLIENT
2.9 yrs AVG TENURE
161 Employees
74 Advisory Reps
76 RIA Reps
9yrs Firm Age
Insights
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Accredited Investors
Quantum
Asset Classes
Bridge capital Pioneer pioneer Delta vector Oak crest Capital unison Unison unison Meridian Pathway eagle Vertex
Client Personas
Unison delta
CRM
Fusion peak
Custodian
Element prime Delta Focus prime Glacier North pathway Quantum unison Legacy Legacy Pathway bridge Delta momentum Momentum catalyst
Investment Themes
Bridge alpha Beacon oak Delta Prime wave Insight prime Wave Glacier atlas
Investment Vehicles
Ridge Unison signal
Platform
Crest
Services
Meridian meridian Pathway matrix Zenith insight Horizon oak Alpha pioneer Ridge insight Horizon beacon Prime Pathway unison
Technology
Focus ridge Fusion insight Wave matrix
Owner & Executives
Robert Wayne Grubb
Chief Operating Officer
- CRD
- --
- Ownership
- Less than 5%
(468) 800-1383
oak.prime@embercapital.com
in linkedin.com/in/horizon-legacy
HARRY NOBLE PEARSON
Advisor, Manager, Managing Member
- CRD
- #2847191
- Ownership
- Less than 5%
(787) 450-1872
crest.fusion@zenithcapital.com
in linkedin.com/in/fusion-meridian
A
Alpha beacon
Vector element
- CRD
- #49935
- Ownership
- 7.2%
(520) 778-6030
peak.vital@signalcapital.com
in linkedin.com/in/quantum-foundation
Showing 2 of 3 owners & executives
Unlock allContacts
R
ROBERT ELI ALLAMON
Advisor, Owner
- CRD
- #6162753
(926) 700-7991
ember.delta@quantumcapital.com
in linkedin.com/in/legacy-catalyst
C
Charles Thomas Alvey III
--
- CRD
- #6764486
(826) 398-2593
wave.alpha@foundationcapital.com
in linkedin.com/in/oak-vertex
O
Oak atlas
Zenith signal horizon
- CRD
- #72939
(941) 496-8009
value.unison@insightcapital.com
in linkedin.com/in/unison-pathway
Showing 2 of 80 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,052,935,531 | $227,271 |
| Non-Discretionary | $485,058,042 | $188,299 |
| Total | $3,537,993,573 | $221,000 |
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Separately Managed Accounts
Total SMA Asset: $3,537,993,573
Public Funds:
7.1% Equity - Exchange:
18.3% Cash:
24.8% Municipal Bonds:
7.0% U.S. Government/Agency:
21.0% Equity - OTC:
21.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $411,753,678 | 7.1% |
| Equity - Exchange | $1,061,280,608 | 18.3% |
| Cash | $1,438,238,200 | 24.8% |
| Municipal Bonds | $405,954,331 | 7.0% |
| U.S. Government/Agency | $1,217,862,992 | 21.0% |
| Equity - OTC | $1,264,257,773 | 21.8% |
| Total | $5,799,347,582 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT SIGNAL MOMENTUM | EMBER MERIDIAN | YD29B2WPZ | EQQWF | 12.15% | $22,671,442 |
| TIMBER ATLAS | LEGACY EMBER | 3A2CI5PE6 | JHCRW | 3.94% | $20,638,959 |
| OPTIMA EMBER VITAL | BRIDGE WAVE | S1Z2ZXGME | NFE | 12.43% | $117,413,484 |
| RIDGE PEAK | ALPHA MOMENTUM | 051FJ2B4X | CDAR | 11.01% | $55,271,165 |
| QUANTUM CAPITAL BEACON | SUMMIT EAGLE | GOWLWXBH2 | WEJFX | 5.97% | $59,841,635 |
| EMBER QUANTUM ALPHA | MERIDIAN HARBOR | 256ADMFAJ | QOIZN | 6.70% | $27,856,467 |
| CAPITAL SIGNAL | PRIME FRONTIER | O5MXAS1V6 | YJKPE | 9.64% | $107,824,091 |
| MOMENTUM PIONEER ELEMENT | SIGNAL DELTA | G4GVJ49E1 | ABLQF | 7.77% | $56,915,417 |