Robert Grubb is a control person of OneAscent Wealth Management and directly owns under 5% of it. Robert Grubb holds a BS from the University of North Alabama.
OneAscent Wealth Management is an investment adviser based in Birmingham, AL, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $476 million, as filed on 14 August 2026. Its fees, ownership and offices are on the firm’s profile.
Robert Grubb is co-founder and COO of OneAscent, based in Birmingham, AL. Grubb has over 30 years' experience growing early stage companies to market leadership positions and previously served in similar executive roles with several Birmingham-based healthcare technology companies. In 2019 he was appointed to the State of Alabama's Small Business Commission, where he currently serves.
- CRD
- 6618081
- Firm
- OneAscent Wealth Management · CRD 308057
- Role
- Chief Operating Officer
- In role since
- April 2020 · 6 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Birmingham, AL
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- oneascent.com
Where does Robert Grubb work?
Robert Grubb has been Chief Operating Officer of Oneascent Wealth Management LLC since April 2020, and is a control person of the firm.
How can I verify Robert Grubb’s record?
Robert Grubb’s role is listed on Oneascent Wealth Management LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 308057.
