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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-01-2020
- Office Locations
- 5
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.
Team overview
Insights
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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 15 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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