ONEASCENT FINANCIAL SERVICES LLC
CRD #284549 SEC #801-108265 BIRMINGHAM, AL 205-313-9142
SEC Registered
Total AUM
$2.6B
Discretionary
$2.4B
Employees
125
Clients
251
Accounts
11,150
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $2.6B | $2.4B | $178.4M | 125 | 15 |
| Oct 2025 | $2.6B | $2.4B | $178.4M | 125 | 15 |
| Oct 2025 | $2.6B | $2.4B | $178.4M | 125 | 15 |
| Sep 2025 | $2.6B | $2.4B | $178.4M | 125 | 15 |
| Sep 2025 | $2.6B | $2.4B | $178.4M | 125 | 15 |
| Aug 2025 | $2.6B | $2.4B | $178.4M | 125 | 15 |
| Jun 2025 | $2.6B | $2.4B | $178.4M | 125 | 15 |
| May 2025 | $2.6B | $2.4B | $178.4M | 125 | 15 |
| May 2025 | $2.6B | $2.4B | $178.4M | 125 | 15 |
| May 2025 | $2.6B | $2.4B | $178.4M | 125 | 15 |
| Mar 2025 | $2.6B | $2.4B | $178.4M | 125 | 15 |
| Jan 2025 | $1.8B | $1.7B | $101.7M | 80 | 15 |
| Dec 2024 | $1.8B | $1.7B | $101.7M | 80 | 15 |
| Oct 2024 | $1.8B | $1.7B | $101.7M | 80 | 15 |
| Sep 2024 | $1.8B | $1.7B | $101.7M | 80 | 15 |
| Sep 2024 | $1.8B | $1.7B | $101.7M | 80 | 15 |
| Sep 2024 | $1.8B | $1.7B | $101.7M | 80 | 15 |
| Aug 2024 | $1.8B | $1.7B | $101.7M | 80 | 15 |
| Aug 2024 | $1.8B | $1.7B | $101.7M | 80 | 15 |
| Aug 2024 | $1.8B | $1.7B | $101.7M | 80 | 15 |
| Jun 2024 | $1.8B | $1.7B | $101.7M | 80 | 15 |
| May 2024 | $1.8B | $1.7B | $101.7M | 80 | 15 |
| May 2024 | $1.8B | $1.7B | $101.7M | 80 | 15 |
| Apr 2024 | $1.8B | $1.7B | $101.7M | 80 | 15 |
| Apr 2024 | $1.8B | $1.7B | $101.7M | 80 | 15 |
| Mar 2024 | $1.8B | $1.7B | $101.7M | 80 | 15 |
| Jan 2024 | $456.4M | $451.1M | $5.3M | 56 | 15 |
| Jan 2024 | $456.4M | $451.1M | $5.3M | 56 | 15 |
| Jan 2024 | $456.4M | $451.1M | $5.3M | 56 | 15 |
| Dec 2023 | $456.4M | $451.1M | $5.3M | 56 | 15 |
| Dec 2023 | $456.4M | $451.1M | $5.3M | 56 | 15 |
| Nov 2023 | $456.4M | $451.1M | $5.3M | 56 | 15 |
| Nov 2023 | $456.4M | $451.1M | $5.3M | 56 | 15 |
| Oct 2023 | $456.4M | $451.1M | $5.3M | 56 | 15 |
| Oct 2023 | $456.4M | $451.1M | $5.3M | 56 | 15 |
| Oct 2023 | $456.4M | $451.1M | $5.3M | 56 | 15 |
| Sep 2023 | $456.4M | $451.1M | $5.3M | 56 | 15 |
| Sep 2023 | $456.4M | $451.1M | $5.3M | 56 | 15 |
| Sep 2023 | $456.4M | $451.1M | $5.3M | 56 | 15 |
| Aug 2023 | $456.4M | $451.1M | $5.3M | 56 | 15 |
| Jul 2023 | $456.4M | $451.1M | $5.3M | 56 | 15 |
| Jul 2023 | $456.4M | $451.1M | $5.3M | 56 | 15 |
| Jun 2023 | $456.4M | $451.1M | $5.3M | 56 | 15 |
| Jun 2023 | $456.4M | $451.1M | $5.3M | 56 | 15 |
| May 2023 | $456.4M | $451.1M | $5.3M | 56 | 15 |
| May 2023 | $456.4M | $451.1M | $5.3M | 56 | 15 |
| Mar 2023 | $456.4M | $451.1M | $5.3M | 56 | 15 |
| Jan 2023 | $385.4M | $378.8M | $6.6M | 39 | 10 |
| Jan 2023 | $385.4M | $378.8M | $6.6M | 39 | 10 |
| Oct 2022 | $385.4M | $378.8M | $6.6M | 39 | 10 |
| Sep 2022 | $385.4M | $378.8M | $6.6M | 39 | 10 |
| Sep 2022 | $385.4M | $378.8M | $6.6M | 39 | 10 |
| Sep 2022 | $385.4M | $378.8M | $6.6M | 39 | 10 |
| Aug 2022 | $385.4M | $378.8M | $6.6M | 39 | 10 |
| Aug 2022 | $385.4M | $378.8M | $6.6M | 39 | 10 |
| Jul 2022 | $385.4M | $378.8M | $6.6M | 39 | 10 |
| May 2022 | $385.4M | $378.8M | $6.6M | 39 | 10 |
| Mar 2022 | $385.4M | $378.8M | $6.6M | 39 | 10 |
| Dec 2021 | $216.7M | $216.7M | $0 | 22 | 7 |
| Sep 2021 | $216.7M | $216.7M | $0 | 22 | 7 |
| Sep 2021 | $216.7M | $216.7M | $0 | 22 | 7 |
| Mar 2021 | $216.7M | $216.7M | $0 | 22 | 7 |
| Mar 2021 | $351.4M | $351.4M | $0 | 27 | 26 |
| Oct 2020 | $351.4M | $351.4M | $0 | 27 | 26 |
| Aug 2020 | $351.4M | $351.4M | $0 | 27 | 26 |
| Jul 2020 | $351.4M | $351.4M | $0 | 27 | 26 |
| Jun 2020 | $351.4M | $351.4M | $0 | 27 | 26 |
| May 2020 | $351.4M | $351.4M | $0 | 27 | 26 |
| Mar 2020 | $351.4M | $351.4M | $0 | 27 | 26 |
| Sep 2019 | $278.9M | $278.5M | $432.9K | 22 | 17 |
| Jul 2019 | $278.9M | $278.5M | $432.9K | 22 | 17 |
| Jul 2019 | $278.9M | $278.5M | $432.9K | 22 | 17 |
| Mar 2019 | $278.9M | $278.5M | $432.9K | 22 | 17 |
| Dec 2018 | $199.2M | $199.2M | $0 | 9 | 0 |
| Dec 2018 | $199.2M | $199.2M | $0 | 9 | 0 |
| Aug 2018 | $199.2M | $199.2M | $0 | 9 | 0 |
| Aug 2018 | $199.2M | $199.2M | $0 | 9 | 0 |
| Jul 2018 | $199.2M | $199.2M | $0 | 9 | 0 |
| May 2018 | $199.2M | $199.2M | $0 | 9 | 0 |
| Apr 2018 | $199.2M | $199.2M | $0 | 9 | 0 |
| Mar 2018 | $199.2M | $199.2M | $0 | 9 | 0 |
| Dec 2017 | $0 | $0 | $0 | 9 | 0 |
| Dec 2017 | $0 | $0 | $0 | 9 | 0 |
| Nov 2017 | $0 | $0 | $0 | 9 | 0 |
| Oct 2017 | $0 | $0 | $0 | 9 | 0 |
| Sep 2017 | $0 | $0 | $0 | 9 | 0 |
| Mar 2017 | $0 | $0 | $0 | 9 | 0 |
| Mar 2017 | $0 | $0 | $0 | 9 | 0 |
| Feb 2017 | $0 | $0 | $0 | 9 | 0 |
| Feb 2017 | $0 | $0 | $0 | 1 | 0 |
| Dec 2016 | $0 | $0 | $0 | 1 | 0 |
| Aug 2016 | $0 | $0 | $0 | 1 | 0 |
DateDec 2025
Total AUM$2.6B
Discretionary$2.4B
Non-Disc.$178.4M
Employees125
Clients15
DateOct 2025
Total AUM$2.6B
Discretionary$2.4B
Non-Disc.$178.4M
Employees125
Clients15
DateOct 2025
Total AUM$2.6B
Discretionary$2.4B
Non-Disc.$178.4M
Employees125
Clients15
DateSep 2025
Total AUM$2.6B
Discretionary$2.4B
Non-Disc.$178.4M
Employees125
Clients15
DateSep 2025
Total AUM$2.6B
Discretionary$2.4B
Non-Disc.$178.4M
Employees125
Clients15
DateAug 2025
Total AUM$2.6B
Discretionary$2.4B
Non-Disc.$178.4M
Employees125
Clients15
DateJun 2025
Total AUM$2.6B
Discretionary$2.4B
Non-Disc.$178.4M
Employees125
Clients15
DateMay 2025
Total AUM$2.6B
Discretionary$2.4B
Non-Disc.$178.4M
Employees125
Clients15
DateMay 2025
Total AUM$2.6B
Discretionary$2.4B
Non-Disc.$178.4M
Employees125
Clients15
DateMay 2025
Total AUM$2.6B
Discretionary$2.4B
Non-Disc.$178.4M
Employees125
Clients15
DateMar 2025
Total AUM$2.6B
Discretionary$2.4B
Non-Disc.$178.4M
Employees125
Clients15
DateJan 2025
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$101.7M
Employees80
Clients15
DateDec 2024
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$101.7M
Employees80
Clients15
DateOct 2024
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$101.7M
Employees80
Clients15
DateSep 2024
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$101.7M
Employees80
Clients15
DateSep 2024
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$101.7M
Employees80
Clients15
DateSep 2024
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$101.7M
Employees80
Clients15
DateAug 2024
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$101.7M
Employees80
Clients15
DateAug 2024
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$101.7M
Employees80
Clients15
DateAug 2024
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$101.7M
Employees80
Clients15
DateJun 2024
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$101.7M
Employees80
Clients15
DateMay 2024
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$101.7M
Employees80
Clients15
DateMay 2024
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$101.7M
Employees80
Clients15
DateApr 2024
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$101.7M
Employees80
Clients15
DateApr 2024
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$101.7M
Employees80
Clients15
DateMar 2024
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$101.7M
Employees80
Clients15
DateJan 2024
Total AUM$456.4M
Discretionary$451.1M
Non-Disc.$5.3M
Employees56
Clients15
DateJan 2024
Total AUM$456.4M
Discretionary$451.1M
Non-Disc.$5.3M
Employees56
Clients15
DateJan 2024
Total AUM$456.4M
Discretionary$451.1M
Non-Disc.$5.3M
Employees56
Clients15
DateDec 2023
Total AUM$456.4M
Discretionary$451.1M
Non-Disc.$5.3M
Employees56
Clients15
DateDec 2023
Total AUM$456.4M
Discretionary$451.1M
Non-Disc.$5.3M
Employees56
Clients15
DateNov 2023
Total AUM$456.4M
Discretionary$451.1M
Non-Disc.$5.3M
Employees56
Clients15
DateNov 2023
Total AUM$456.4M
Discretionary$451.1M
Non-Disc.$5.3M
Employees56
Clients15
DateOct 2023
Total AUM$456.4M
Discretionary$451.1M
Non-Disc.$5.3M
Employees56
Clients15
DateOct 2023
Total AUM$456.4M
Discretionary$451.1M
Non-Disc.$5.3M
Employees56
Clients15
DateOct 2023
Total AUM$456.4M
Discretionary$451.1M
Non-Disc.$5.3M
Employees56
Clients15
DateSep 2023
Total AUM$456.4M
Discretionary$451.1M
Non-Disc.$5.3M
Employees56
Clients15
DateSep 2023
Total AUM$456.4M
Discretionary$451.1M
Non-Disc.$5.3M
Employees56
Clients15
DateSep 2023
Total AUM$456.4M
Discretionary$451.1M
Non-Disc.$5.3M
Employees56
Clients15
DateAug 2023
Total AUM$456.4M
Discretionary$451.1M
Non-Disc.$5.3M
Employees56
Clients15
DateJul 2023
Total AUM$456.4M
Discretionary$451.1M
Non-Disc.$5.3M
Employees56
Clients15
DateJul 2023
Total AUM$456.4M
Discretionary$451.1M
Non-Disc.$5.3M
Employees56
Clients15
DateJun 2023
Total AUM$456.4M
Discretionary$451.1M
Non-Disc.$5.3M
Employees56
Clients15
DateJun 2023
Total AUM$456.4M
Discretionary$451.1M
Non-Disc.$5.3M
Employees56
Clients15
DateMay 2023
Total AUM$456.4M
Discretionary$451.1M
Non-Disc.$5.3M
Employees56
Clients15
DateMay 2023
Total AUM$456.4M
Discretionary$451.1M
Non-Disc.$5.3M
Employees56
Clients15
DateMar 2023
Total AUM$456.4M
Discretionary$451.1M
Non-Disc.$5.3M
Employees56
Clients15
DateJan 2023
Total AUM$385.4M
Discretionary$378.8M
Non-Disc.$6.6M
Employees39
Clients10
DateJan 2023
Total AUM$385.4M
Discretionary$378.8M
Non-Disc.$6.6M
Employees39
Clients10
DateOct 2022
Total AUM$385.4M
Discretionary$378.8M
Non-Disc.$6.6M
Employees39
Clients10
DateSep 2022
Total AUM$385.4M
Discretionary$378.8M
Non-Disc.$6.6M
Employees39
Clients10
DateSep 2022
Total AUM$385.4M
Discretionary$378.8M
Non-Disc.$6.6M
Employees39
Clients10
DateSep 2022
Total AUM$385.4M
Discretionary$378.8M
Non-Disc.$6.6M
Employees39
Clients10
DateAug 2022
Total AUM$385.4M
Discretionary$378.8M
Non-Disc.$6.6M
Employees39
Clients10
DateAug 2022
Total AUM$385.4M
Discretionary$378.8M
Non-Disc.$6.6M
Employees39
Clients10
DateJul 2022
Total AUM$385.4M
Discretionary$378.8M
Non-Disc.$6.6M
Employees39
Clients10
DateMay 2022
Total AUM$385.4M
Discretionary$378.8M
Non-Disc.$6.6M
Employees39
Clients10
DateMar 2022
Total AUM$385.4M
Discretionary$378.8M
Non-Disc.$6.6M
Employees39
Clients10
DateDec 2021
Total AUM$216.7M
Discretionary$216.7M
Non-Disc.$0
Employees22
Clients7
DateSep 2021
Total AUM$216.7M
Discretionary$216.7M
Non-Disc.$0
Employees22
Clients7
DateSep 2021
Total AUM$216.7M
Discretionary$216.7M
Non-Disc.$0
Employees22
Clients7
DateMar 2021
Total AUM$216.7M
Discretionary$216.7M
Non-Disc.$0
Employees22
Clients7
DateMar 2021
Total AUM$351.4M
Discretionary$351.4M
Non-Disc.$0
Employees27
Clients26
DateOct 2020
Total AUM$351.4M
Discretionary$351.4M
Non-Disc.$0
Employees27
Clients26
DateAug 2020
Total AUM$351.4M
Discretionary$351.4M
Non-Disc.$0
Employees27
Clients26
DateJul 2020
Total AUM$351.4M
Discretionary$351.4M
Non-Disc.$0
Employees27
Clients26
DateJun 2020
Total AUM$351.4M
Discretionary$351.4M
Non-Disc.$0
Employees27
Clients26
DateMay 2020
Total AUM$351.4M
Discretionary$351.4M
Non-Disc.$0
Employees27
Clients26
DateMar 2020
Total AUM$351.4M
Discretionary$351.4M
Non-Disc.$0
Employees27
Clients26
DateSep 2019
Total AUM$278.9M
Discretionary$278.5M
Non-Disc.$432.9K
Employees22
Clients17
DateJul 2019
Total AUM$278.9M
Discretionary$278.5M
Non-Disc.$432.9K
Employees22
Clients17
DateJul 2019
Total AUM$278.9M
Discretionary$278.5M
Non-Disc.$432.9K
Employees22
Clients17
DateMar 2019
Total AUM$278.9M
Discretionary$278.5M
Non-Disc.$432.9K
Employees22
Clients17
DateDec 2018
Total AUM$199.2M
Discretionary$199.2M
Non-Disc.$0
Employees9
Clients0
DateDec 2018
Total AUM$199.2M
Discretionary$199.2M
Non-Disc.$0
Employees9
Clients0
DateAug 2018
Total AUM$199.2M
Discretionary$199.2M
Non-Disc.$0
Employees9
Clients0
DateAug 2018
Total AUM$199.2M
Discretionary$199.2M
Non-Disc.$0
Employees9
Clients0
DateJul 2018
Total AUM$199.2M
Discretionary$199.2M
Non-Disc.$0
Employees9
Clients0
DateMay 2018
Total AUM$199.2M
Discretionary$199.2M
Non-Disc.$0
Employees9
Clients0
DateApr 2018
Total AUM$199.2M
Discretionary$199.2M
Non-Disc.$0
Employees9
Clients0
DateMar 2018
Total AUM$199.2M
Discretionary$199.2M
Non-Disc.$0
Employees9
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateOct 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateFeb 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateFeb 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0