ONEASCENT FAMILY OFFICES

23 Inverness Center Parkway
Birmingham, Alabama 35242
Tel: (205) 313-9142

About ONEASCENT FAMILY OFFICES

ONEASCENT FAMILY OFFICES, formally registered with the SEC as ONEASCENT FAMILY OFFICES. The firm was established in 11/21/2022. They have over 5 offices throughout the country.

ONEASCENT FAMILY OFFICES is a Birmingham, Alabama based Financial Planning firm with nearly $93,756,318 assets under management, offering retirement planning & investment advisory services to 98 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	323305
SEC#	801-126924
Assets Managed by Firm	$93,756,318
No. of Clients	98
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (FAMILY OFFICE SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	98	$93,756,318
Individuals (other than high net worth individuals)	Fewer than 5 clients	$1,864,524
High net worth individuals	20	$91,891,794

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REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618	$16,990,335,269	2	29
HARBERT FUND ADVISORS, INC. 2100 Third Avenue North Ste 600 Birmingham, AL, 35203	$8,110,107,935	50	167
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223	$7,878,130,018	367	42
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