Oneascent Family Offices

Overview

Oneascent Family Offices is an independent registered investment adviser formed as an LLC and SEC-registered in 2022. The firm positions itself as a multi-service family office and wealth adviser for individuals and families, combining financial planning and portfolio management with insurance brokerage and accounting capabilities. Fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. The firm reports it does not act as a capital allocator in the sense of running a formal fund-of-funds business, but it does place client capital into third-party alternative managers and sponsors pooled investment vehicles when appropriate. Oneascent does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices