ONEASCENT CAPITAL

23 Inverness Center Pkwy
Birmingham, Alabama 35242
Tel: 2058471343

About ONEASCENT CAPITAL

ONEASCENT CAPITAL, formally registered with the SEC as ONEASCENT CAPITAL. The firm was established in 10/13/2022. They have over 1 offices throughout the country.

ONEASCENT CAPITAL is a Birmingham, Alabama based Financial Planning firm with nearly $21,310,888 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	323220
SEC#	801-126729
Assets Managed by Firm	$21,310,888
No. of Clients	2
No. of Advisors	1

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$21,310,888

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