ONEASCENT INVESTMENT SOLUTIONS, LLC
CRD #285512 SEC #801-110054 BIRMINGHAM, AL 2053139142
SEC Registered
Total AUM
$639.8M
Discretionary
$638M
Employees
9
Clients
--
Accounts
31
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $639.8M | $638M | $1.8M | 9 | 0 |
| Mar 2024 | $457.2M | $457.2M | $0 | 10 | 0 |
| Mar 2024 | $457.2M | $457.2M | $0 | 10 | 0 |
| Mar 2023 | $313.6M | $313.6M | $0 | 13 | 0 |
| Jun 2022 | $117.9M | $117.9M | $0 | 12 | 0 |
| May 2022 | $117.9M | $117.9M | $0 | 12 | 0 |
| Mar 2022 | $117.9M | $117.9M | $0 | 12 | 0 |
| Dec 2021 | $43.4M | $43.4M | $0 | 5 | 0 |
| May 2021 | $43.4M | $43.4M | $0 | 5 | 0 |
| Apr 2021 | $43.4M | $43.4M | $0 | 5 | 0 |
| Mar 2021 | $43.4M | $43.4M | $0 | 5 | 0 |
| Jun 2020 | $24.6M | $24.6M | $0 | 2 | 0 |
| Apr 2020 | $24.6M | $24.6M | $0 | 2 | 0 |
| Mar 2020 | $24.6M | $24.6M | $0 | 2 | 0 |
| Aug 2018 | $212M | $212M | $0 | 2 | 0 |
| Feb 2017 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$639.8M
Discretionary$638M
Non-Disc.$1.8M
Employees9
Clients0
DateMar 2024
Total AUM$457.2M
Discretionary$457.2M
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$457.2M
Discretionary$457.2M
Non-Disc.$0
Employees10
Clients0
DateMar 2023
Total AUM$313.6M
Discretionary$313.6M
Non-Disc.$0
Employees13
Clients0
DateJun 2022
Total AUM$117.9M
Discretionary$117.9M
Non-Disc.$0
Employees12
Clients0
DateMay 2022
Total AUM$117.9M
Discretionary$117.9M
Non-Disc.$0
Employees12
Clients0
DateMar 2022
Total AUM$117.9M
Discretionary$117.9M
Non-Disc.$0
Employees12
Clients0
DateDec 2021
Total AUM$43.4M
Discretionary$43.4M
Non-Disc.$0
Employees5
Clients0
DateMay 2021
Total AUM$43.4M
Discretionary$43.4M
Non-Disc.$0
Employees5
Clients0
DateApr 2021
Total AUM$43.4M
Discretionary$43.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$43.4M
Discretionary$43.4M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$24.6M
Discretionary$24.6M
Non-Disc.$0
Employees2
Clients0
DateApr 2020
Total AUM$24.6M
Discretionary$24.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$24.6M
Discretionary$24.6M
Non-Disc.$0
Employees2
Clients0
DateAug 2018
Total AUM$212M
Discretionary$212M
Non-Disc.$0
Employees2
Clients0
DateFeb 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0