ONEASCENT FAMILY OFFICE LLC
Legal name: ONEASCENT FAMILY OFFICES
CRD #323305 SEC #801-126924 BIRMINGHAM, AL (205) 313-9142
SEC Registered
Total AUM
$360.2M
Discretionary
$356.3M
Employees
10
Clients
1
Accounts
168
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $360.2M | $356.3M | $3.9M | 10 | 0 |
| Sep 2025 | $360.2M | $356.3M | $3.9M | 10 | 0 |
| Aug 2025 | $360.2M | $356.3M | $3.9M | 10 | 0 |
| Aug 2025 | $360.2M | $356.3M | $3.9M | 10 | 0 |
| May 2025 | $360.2M | $356.3M | $3.9M | 10 | 0 |
| Mar 2025 | $360.2M | $356.3M | $3.9M | 10 | 0 |
| Dec 2024 | $93.8M | $91.9M | $1.8M | 4 | 0 |
| Oct 2024 | $93.8M | $91.9M | $1.8M | 4 | 0 |
| Aug 2024 | $93.8M | $91.9M | $1.8M | 4 | 0 |
| May 2024 | $93.8M | $91.9M | $1.8M | 4 | 0 |
| Apr 2024 | $93.8M | $91.9M | $1.8M | 4 | 0 |
| Mar 2024 | $93.8M | $91.9M | $1.8M | 4 | 0 |
| Dec 2023 | $0 | $0 | $0 | 3 | 0 |
| Dec 2023 | $0 | $0 | $0 | 3 | 0 |
| Aug 2023 | $0 | $0 | $0 | 3 | 0 |
| Apr 2023 | $0 | $0 | $0 | 3 | 0 |
| Mar 2023 | $0 | $0 | $0 | 3 | 0 |
DateOct 2025
Total AUM$360.2M
Discretionary$356.3M
Non-Disc.$3.9M
Employees10
Clients0
DateSep 2025
Total AUM$360.2M
Discretionary$356.3M
Non-Disc.$3.9M
Employees10
Clients0
DateAug 2025
Total AUM$360.2M
Discretionary$356.3M
Non-Disc.$3.9M
Employees10
Clients0
DateAug 2025
Total AUM$360.2M
Discretionary$356.3M
Non-Disc.$3.9M
Employees10
Clients0
DateMay 2025
Total AUM$360.2M
Discretionary$356.3M
Non-Disc.$3.9M
Employees10
Clients0
DateMar 2025
Total AUM$360.2M
Discretionary$356.3M
Non-Disc.$3.9M
Employees10
Clients0
DateDec 2024
Total AUM$93.8M
Discretionary$91.9M
Non-Disc.$1.8M
Employees4
Clients0
DateOct 2024
Total AUM$93.8M
Discretionary$91.9M
Non-Disc.$1.8M
Employees4
Clients0
DateAug 2024
Total AUM$93.8M
Discretionary$91.9M
Non-Disc.$1.8M
Employees4
Clients0
DateMay 2024
Total AUM$93.8M
Discretionary$91.9M
Non-Disc.$1.8M
Employees4
Clients0
DateApr 2024
Total AUM$93.8M
Discretionary$91.9M
Non-Disc.$1.8M
Employees4
Clients0
DateMar 2024
Total AUM$93.8M
Discretionary$91.9M
Non-Disc.$1.8M
Employees4
Clients0
DateDec 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0