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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing · SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-01-2020
- Office Locations
- 4
Office Locations
About Oneascent Wealth Management
ONEASCENT Wealth Management is a Birmingham, AL RIA providing financial planning and portfolio construction alongside asset management, tax and estate planning, insurance, retirement planning, and charitable giving. The firm focuses on helping advisors and investors align portfolios with a biblical worldview and values-based legacy goals, with ETF-heavy implementation and custody through major platforms such as Schwab and Fidelity.
Reported data analysis
What the numbers show
Between December 1, 2025 and August 14, 2026, reported AUM increased 10.2%, from $431.7M to $475.6M.
Across 5 reported observations, AUM increased 23.7% between September 23, 2022 and August 14, 2026, from $384.5M to $475.6M.
Of the latest reported AUM, 98.0% is discretionary and 2.0% is non-discretionary.
The firm reports 12 advisory representatives and 987 clients, or 82.3 clients per representative. That equates to $481.8K in reported AUM per client.
The profile lists 4 reported office locations and 6 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
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Available data coverage
- Asset Classes
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Oneascent Wealth Management 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
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Benjamin Jonathan Craft
Advisor
- CRD
- #7041794
JUSTIN CHARLES CRAMER
Director
- CRD
- #5968671
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $466,111,444 | $180,663 |
| Non-Discretionary | $9,462,859 | $262,857 |
| Total | $475,574,303 | $181,794 |
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Separately Managed Accounts
SMA allocation detail is available
Oneascent Wealth Management 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
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Oneascent Wealth Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.