This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-24-2016
- Office Locations
- 49
Office Locations
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.
Reported data analysis
What the numbers show
Between December 1, 2025 and August 14, 2026, reported AUM increased 35.5%, from $2.6B to $3.5B.
Across 5 reported observations, AUM increased 818.1% between October 3, 2022 and August 14, 2026, from $385.4M to $3.5B.
Of the latest reported AUM, 86.3% is discretionary and 13.7% is non-discretionary.
The firm reports 74 advisory representatives and 5,294 clients, or 71.5 clients per representative. That equates to $668.3K in reported AUM per client.
The profile lists 49 reported office locations and 10 years in operation. The source data was last updated on August 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Oneascent Financial Services LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Oneascent Financial Services LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Robert Wayne Grubb
Chief Operating Officer
- CRD
- --
- Ownership
- Less than 5%
HARRY NOBLE PEARSON
Advisor, Manager, Managing Member
- CRD
- #2847191
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
ROBERT ELI ALLAMON
Advisor, Owner
- CRD
- #6162753
Charles Thomas Alvey III
--
- CRD
- #6764486
Showing 2 of 85 contacts
Unlock allAssets Under Management
| 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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Oneascent Financial Services LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Oneascent Financial Services LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.