Overview
Assets Under Management: $360 million
Headquarters: BIRMINGHAM, AL
High-Net-Worth Clients: 27
Average Client Assets: $4 million
Frequently Asked Questions
ONEASCENT FAMILY OFFICES is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #323305), ONEASCENT FAMILY OFFICES is subject to fiduciary duty under federal law.
ONEASCENT FAMILY OFFICES is headquartered in BIRMINGHAM, AL.
ONEASCENT FAMILY OFFICES serves 27 high-net-worth clients according to their SEC filing dated February 06, 2026. View client details ↓
According to their SEC Form ADV, ONEASCENT FAMILY OFFICES offers financial planning and portfolio management for individuals. View all service details ↓
ONEASCENT FAMILY OFFICES manages $360 million in client assets according to their SEC filing dated February 06, 2026.
According to their SEC Form ADV, ONEASCENT FAMILY OFFICES serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 30.63
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 168
Discretionary Accounts: 162
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 323305
Filing ID: 2051176
Last Filing Date: 2026-02-06 15:13:25