Oneascent Investment Solutions, LLC
Firm details
- Headquarters
- Birmingham, Alabama
- CRD number
- 285512
- Registered since
- March 2, 2017
- Website
- financial.oneascent.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies82.64%
- Pooled Investment Vehicles15.72%
- HNWI1.36%
- Individuals0.19%
- Corporations / Businesses0.09%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment Companies
Firm profile
FINTRXOverview
Oneascent Investment Solutions, LLC is an SEC-registered advisory firm formed in 2017 and organized as a limited liability company. The firm advises both individuals and families as well as institutional clients, providing portfolio management for individuals/small businesses and for investment companies. Its compensation model is percentage-of-assets-under-management. Oneascent is not registered as a multi-state adviser, does not identify as a pension consultant, and is not flagged as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities76%
- Public Funds/Mutual Funds22%
- Non-Exchange Traded Equities1%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
Robert Grubb
COOCRD 6618081
Harry Pearson
Founder & CEOCRD 2847191
Contacts
3 of 3
Ashleigh Swayze
Managing MemberCRD 4632543
Brian Watson
Director, Investor RelationsCRD 8055177
Coleman Pearson
Vice President, Investment SolutionsCRD 6714346
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$39M in ETFs
78%
$30.5M
20%
$8.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND (VGIT) | Vanguard | Passive | Intermediate Government | $16.1M | 273,482 | 41.40% |
Location
Birmingham, AL
Shelby
Location
Birmingham, AL
Headquartered in Birmingham, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.
- Metro area
- Birmingham-Hoover-Talladega, AL
- Region
- South
- County
- Shelby
- Address
- 23 Iverness Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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