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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 18, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | NA | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | NA | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | NA | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | NA | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | NA | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | NA | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | NA | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | NA | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | NA | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | NA | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | NA | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | NA | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | NA | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | NA | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | NA | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | NA | Control |
| Pearson, Coleman, James | I | PRESIDENT | NA | Control |
| Pearson, Coleman, James | I | PRESIDENT | NA | Control |
| Pearson, Coleman, James | I | PRESIDENT | NA | Control |
| Pearson, Coleman, James | I | PRESIDENT | NA | Control |
| Pearson, Coleman, James | I | PRESIDENT | NA | Control |
| Pearson, Coleman, James | I | PRESIDENT | NA | Control |
| Pearson, Coleman, James | I | PRESIDENT | NA | Control |
| Pearson, Coleman, James | I | PRESIDENT | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ONEASCENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ONEASCENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ONEASCENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ONEASCENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ONEASCENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ONEASCENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ONEASCENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ONEASCENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ONEASCENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ONEASCENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ONEASCENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ONEASCENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ONEASCENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ONEASCENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ONEASCENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ONEASCENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ONEASCENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ONEASCENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ONEASCENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ONEASCENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ONEASCENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ONEASCENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Grubb, Robert, Wayne | I | ONEASCENT HOLDINGS, LLC | F | Control |
| Grubb, Robert, Wayne | I | ONEASCENT HOLDINGS, LLC | F | Control |
| Grubb, Robert, Wayne | I | ONEASCENT HOLDINGS, LLC | F | Control |
| Grubb, Robert, Wayne | I | ONEASCENT HOLDINGS, LLC | F | Control |
| Grubb, Robert, Wayne | I | ONEASCENT HOLDINGS, LLC | F | Control |
| Grubb, Robert, Wayne | I | ONEASCENT HOLDINGS, LLC | F | Control |
| Grubb, Robert, Wayne | I | ONEASCENT HOLDINGS, LLC | F | Control |
| Grubb, Robert, Wayne | I | ONEASCENT HOLDINGS, LLC | F | Control |
| Grubb, Robert, Wayne | I | ONEASCENT HOLDINGS, LLC | F | Control |
| ROGERS, JEFFREY, PAUL | I | ONEASCENT HOLDINGS, LLC | F | |
| ROGERS, JEFFREY, PAUL | I | ONEASCENT HOLDINGS, LLC | F | |
| ROGERS, JEFFREY, PAUL | I | ONEASCENT HOLDINGS, LLC | F | |
| ROGERS, JEFFREY, PAUL | I | ONEASCENT HOLDINGS, LLC | F | |
| ROGERS, JEFFREY, PAUL | I | ONEASCENT HOLDINGS, LLC | F | |
| CAMELOT PORTFOLIOS, LLC | DE | ONEASCENT HOLDINGS, LLC | E | Control |
| CAMELOT PORTFOLIOS, LLC | DE | ONEASCENT HOLDINGS, LLC | E | Control |
| CAMELOT PORTFOLIOS, LLC | DE | ONEASCENT HOLDINGS, LLC | E | Control |
| CAMELOT PORTFOLIOS, LLC | DE | ONEASCENT HOLDINGS, LLC | E | Control |
| CAMELOT PORTFOLIOS, LLC | DE | ONEASCENT HOLDINGS, LLC | E | Control |
| MUNN, DARREN, THADDAEUS | I | CAMELOT PORTFOLIOS, LLC | E | Control |
| MUNN, DARREN, THADDAEUS | I | CAMELOT PORTFOLIOS, LLC | E | Control |
| MUNN, DARREN, THADDAEUS | I | CAMELOT PORTFOLIOS, LLC | E | Control |
| MUNN, DARREN, THADDAEUS | I | CAMELOT PORTFOLIOS, LLC | E | Control |
| MUNN, DARREN, THADDAEUS | I | CAMELOT PORTFOLIOS, LLC | E | Control |
| PEARSON, HARRY, NOBLE | I | ONEASCENT HOLDINGS, LLC | E | Control |
| PEARSON, HARRY, NOBLE | I | ONEASCENT HOLDINGS, LLC | E | Control |
| PEARSON, HARRY, NOBLE | I | ONEASCENT HOLDINGS, LLC | E | Control |
| PEARSON, HARRY, NOBLE | I | ONEASCENT HOLDINGS, LLC | E | Control |
| PEARSON, HARRY, NOBLE | I | ONEASCENT HOLDINGS, LLC | E | Control |
| PEARSON, HARRY, NOBLE | I | ONEASCENT HOLDINGS, LLC | E | Control |
| PEARSON, HARRY, NOBLE | I | ONEASCENT HOLDINGS, LLC | E | Control |
| PEARSON, HARRY, NOBLE | I | ONEASCENT HOLDINGS, LLC | E | Control |
| PEARSON, HARRY, NOBLE | I | ONEASCENT HOLDINGS, LLC | E | Control |
| PEARSON, HARRY, NOBLE | I | ONEASCENT HOLDINGS, LLC | E | Control |
| PEARSON, HARRY, NOBLE | I | ONEASCENT HOLDINGS, LLC | E | Control |
| PEARSON, HARRY, NOBLE | I | ONEASCENT HOLDINGS, LLC | E | Control |
| PEARSON, HARRY, NOBLE | I | ONEASCENT HOLDINGS, LLC | E | Control |
| PEARSON, HARRY, NOBLE | I | ONEASCENT HOLDINGS, LLC | E | Control |
| PEARSON, HARRY, NOBLE | I | ONEASCENT HOLDINGS, LLC | E | Control |
| PEARSON, HARRY, NOBLE | I | ONEASCENT HOLDINGS, LLC | E | Control |
Registrations
Federal
IA
Mar 18, 2025 REGISTERED
Notice Filings (2)
AL OH
Address
23 IVERNESS PARKWAYSUITE 100
BIRMINGHAM, AL 35242
United States
Phone: 2053139142