Oneascent Financial Services provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars. Financial planning was provided to 251–500 clients last fiscal year.
Oneascent Financial Services reports 5,279 clients. They include 4,324 individual clients, 804 high-net-worth individuals, and 70 pension and profit-sharing plans. Of its assets, 86.3% ($3.05B across 13,433 accounts) are managed with discretion; $485M across 2,576 accounts are not. It advised 15 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 82% | 31% |
| High-net-worth individuals | 15% | 54% |
| Pension and profit-sharing plans | 1% | 9% |
| Charitable organizations | <1% | 5% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 4,324 | $1.11B | 31.3% | $256K |
| High-net-worth individuals | 804 | $1.92B | 54.2% | $2.39M |
| Pension and profit-sharing plans | 70 | $303M | 8.6% | $4.33M |
| Charitable organizations | 45 | $182M | 5.2% | $4.06M |
| Corporations and other businesses | 36 | $27.7M | 0.8% | $770K |
| Total | 5,279 | $3.54B | 100% | $670K |
- Clients
- 4,324
- Regulatory AUM
- $1.11B
- AUM share
- 31.3%
- Avg. per client
- $256K
- Clients
- 804
- Regulatory AUM
- $1.92B
- AUM share
- 54.2%
- Avg. per client
- $2.39M
- Clients
- 70
- Regulatory AUM
- $303M
- AUM share
- 8.6%
- Avg. per client
- $4.33M
- Clients
- 45
- Regulatory AUM
- $182M
- AUM share
- 5.2%
- Avg. per client
- $4.06M
- Clients
- 36
- Regulatory AUM
- $27.7M
- AUM share
- 0.8%
- Avg. per client
- $770K
Total
- Clients
- 5,279
- Regulatory AUM
- $3.54B
- AUM share
- 100%
- Avg. per client
- $670K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 15
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Oneascent Financial Services is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is billed hourly, typically $125 to $500 an hour depending on the professional, or as a fixed fee typically between $0 and $15,000.
Oneascent Holdings LLC owns 75% or more of Oneascent Financial Services and is in turn owned by Harry Pearson (75% or more). The leadership team of Oneascent Financial Services includes Chief Operating Officer Robert Grubb and Chief Compliance Officer Tomonica Stoudemire. It has 161 employees, 74 of them in advisory roles.
Leadership
Robert GrubbChief Operating Officer- Tomonica StoudemireChief Compliance Officer
Harry PearsonManager
Investment adviser representatives
85 representatives listed in the SEC register as of 9 October 2026.
- Robert Eli Allamon
- Charles Thomas Alvey III
- David Rick Anderson
- Jordan Arnold
- Joshua Shane Arrington
- Jared E Bailey
- Michael Thomas Bajc
- Casey Day Blair
- Sara Kristen Bolen
- Noah Patrick Brandt
- David Timothy Bresnahan
- Kaden Laine Bussel
- Kadin Andrew Cochran
- Cameron David Collier
- Cavett Robert Cooper
- Benjamin Jonathan Craft
- Justin Charles Cramer
- Justin Owen Cunningham
- Eric Scott Dorman
- Noah William Dorman
- Matthew Robert Dorweiler
- Nicholas Alexander Ellison
- Stone Michael Evers
- Robert Walter Felts
- Isaiah Joel Flaten
- Suzuanne Marie Foster
- Randall Leo Franklin
- Seth Logan Franklin
- Gary Paul Gardner
- Aiden Michael Gaugler
- Seth David Gerber
- Erin Kae Gilbert
- Colby Alan Keeton Gilmore
- Daniel Louis Hardt
- William Robert Hines
- Wesley Michael Hodges
- Joshua Todd Holland
- Joseph Scott Hudock
- Peter James Hynes
- Simon Paul Jackson
- Jose Felix Jimenez
- Joseph Fitzgerald Kuckel
- Michael Kuckel
- Erin Nicole Laukhuf
- Scott Arthur Mackenzie
- Mitchell Stanley Martin
- Tyler Owen Martin
- John Calvin McDonald
- Charles Davis Mobley
- Stephen Brent Moore
- Ian Matthew Morrison
- Mark Eugene Morrison
- Joseph Charles Morson
- Matthew Edward Moses
- Sarah Elise Mouw
- Nelson Negron Jr
- Brad Alan Nelson
- Harry Noble Pearson
- Alexander Garret Peloquin
- Jon Caleb Pourchot
- Thomas Edward Powell
- Jacob Robert Pryor
- Carl James Reed
- Kevin Arthur Rhodes
- Jeffrey Paul Rogers
- Arlen Ray Royalty
- Brian Christopher Schaaf
- Kaylee Beth Shepherd
- Bradley Wayne Small
- Joshua Stuart Smith
- Tamela Jean Sperr
- Graig Stettner
- Timothy James Stoller
- John Robert Tate
- Samuel Roby Tate
- Mark Lee Tevebaugh
- Caleb Dean Thomas
- Paul Stanley Tyers
- Joseph William Veasey
- Ryan Lee Wenninger
- Benjamin A Wilhelm
- Matthew Williams
- Nicholas David Wurster
- Stacey Ann Zahoranski
- Bailey Ziemski-Harwood
Staff
- 161 employees
- 74 in advisory functions
- 76 state-registered reps
- 16 broker-dealer reps
- 50 insurance agents
- Owns 75% or more of Oneascent Financial Services LLC
Oneascent Holdings LLC
Control person · since February 2017
- Owns 75% or more of Oneascent Holdings LLC
Harry Pearson
Control person · since February 2017
Oneascent Financial Services’ regulatory assets grew 16.3× from $217M (March 2021) to $3.54B (August 2026); clients rose from 528 to 5,279 and employees from 22 to 161.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $3.54B | 5,279 | 161 | 36 |
| June 2025 | $2.61B | 4,188 | 125 | 35 |
| June 2024 | $1.79B | 3,097 | 80 | 28 |
| July 2023 | $456M | 1,210 | 56 | 19 |
| July 2022 | $385M | 837 | 39 | 11 |
| March 2021 | $217M | 528 | 22 | 12 |
Besides its headquarters, Oneascent Financial Services has 35 offices (14 private residences, listed without an address), with 27 listed addresses in the U.S. and abroad.
Indiana · 3 listed addresses
- 104 South 3rd Street, Decatur
- 6504 Constitution Drive, Fort Wayne
- 1127 N. Main. St., Bluffton
Pennsylvania · 3 listed addresses
- 6081 Hamilton BLVD, Allentown
- 8 Commerce Avenue, Selinsgrove
- 2340 Pa 309, Orefield
Alabama · 2 listed addresses
- 100 Grandview Place, Suite 200, BirminghamHQ
- 110 Lily Flagg Road SW, Huntsville
California · 2 listed addresses
- 1399 Ygnacio BLVD, Walnut Creek
- 28202 Cabot RD, Laguna Niguel
Kentucky · 2 listed addresses
- 329 North Main Street, Madisonville
- 4350 Brownsboro Road, Louisville
Minnesota · 2 listed addresses
- 622 Atlantic Ave., Morris
- 32 NW 4th St., Grand Rapids
Ohio · 2 listed addresses
- 10406 State Route 118, Van Wert
- 2295 West Market Street, Akron
South Carolina · 2 listed addresses
- 1113 48th Avenue North, Myrtle Beach
- 21 Augusta Street, Greenville
Texas · 2 listed addresses
- 1322 Space Park DR, Houston
- 10401 West Interstate 10, San Antonio
Illinois · 1 listed address
- 181 N Virginia St., Crystal Lake
Massachusetts · 1 listed address
- 100 Cummings Center, Beverly
New Jersey · 1 listed address
- 219 Main Street, Andover
North Carolina · 1 listed address
- 9121 Anson Way, Raleigh
Tennessee · 1 listed address
- The Loews Vanderbilt Tower, Nashville
Washington · 1 listed address
- 5401 Ridgeline Drive, Kennewick
International offices
- 10 FOUR SEASONS PLACE, TORONTO, M9B 6H7, Canada
Other business names
Oneascent Financial Services has reported 29 other business names to the SEC.
- 2:24 Wealth Group
- Adventure Financial
- Affiliated Financial Planners
- Anthem Advisors
- Ascension Wealth Management
- Financial Strategies Group
- Flight Financial Advisors
- Franklin Wealth Management
- Hampton Square Wealth Management
- Hardt Financial Group
- Life&wealth Advisors
- Lone Oak Financial Services
Show all 29 names
- Providence Financial Advisors
- Provident Oak Financial
- Pure Capital Advisors
- Pure Capital Sports
- Resolute Capital Group
- River Oak Financial
- Solomon Private Wealth
- Sovereign Family Office
- Sovereign Private Wealth
- Stewardship Advisory Group
- Stonebridge Wealth Management
- Strategence Capital
- Tate Financial Partners
- Tevebaugh & Associates
- The Cornerstone Financial Group
- Wealth Stewards
- Zahoranski Wealth Management
Contact and registration details
- Legal name
- Oneascent Financial Services LLC
- Headquarters
- 100 Grandview Place, Suite 200, Birmingham, AL 35243
- Website
- Not reported
- Phone
- 205-313-9142
- @oneascent
- SEC file
- 801-108265
- Structure
- Delaware LLC
- Fiscal year end
- December
Oneascent Financial Services uses Charles Schwab ($2.34B, 81%) and Fidelity ($536M, 19%) as custodians for its separately managed accounts. Oneascent Financial Services has custody of $562M in client assets for 2,504 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $2.34B81%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $536M19%
At year end, Oneascent Financial Services’ separately managed accounts were mostly in funds (51%) and stocks (36%). Its reported 13F holdings for the quarter ended 30 June 2026 total $2.09B across 605 positions; the largest are Unified Ser TR (6.1%), Unified Ser TR (6.1%) and Unified Ser TR (5.6%).
What the accounts hold
- Stocks36%
- Exchange-traded equities35%
- Non-exchange-traded equities1%
- Funds51%
- Bonds4%
- U.S. government and agency bonds2%
- State and local bonds2%
- Cash8%
Filed values cover 99%. The neutral 1% gap has no reported category.
Reported 13F holdings
- $2.09B
- Reported 13F value
- 605
- Positions
- 40.2%
- In the 10 largest
- +13.3%
- Value vs. prior quarter
- Unified Ser TR · Onea Core BD ETF6.1%
- Unified Ser TR · Oneascent Intl6.1%
- Unified Ser TR · Oneascent Large5.6%
- Vanguard Index Fds · S&P 500 ETF Shs5.5%
- SPDR Series Trust · ST Str P500etf4.3%
- Northern Lts FD TR IV · Inspire 500 ETF4.0%
- Unified Ser TR · Onea Enh Sma ETF2.9%
- Unified Ser TR · Oneascent Emgrg2.0%
- Northern Lts FD TR IV · Inspire Sml/ Mid1.9%
- SPDR Index Shs Fds · ST Str PO EX ETF1.7%
Together, the ten largest are 40.2% of reported value.
How many clients does Oneascent Financial Services have?
Oneascent Financial Services has 5,279 clients and manages $3.54 billion for them, as of August 2026. They include 4,324 individual clients, 804 high-net-worth individuals, and 70 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 August 2026
What services does Oneascent Financial Services offer?
Oneascent Financial Services provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Oneascent Financial Services use?
Oneascent Financial Services’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $2.34B and Fidelity Brokerage Services LLC (Smithfield, RI), with $536M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 August 2026
How many financial advisors does Oneascent Financial Services have?
Oneascent Financial Services has 76 investment adviser representatives registered with state securities authorities, out of 161 employees, and 74 perform investment advisory functions. 16 employees are registered representatives of a broker-dealer and 50 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Oneascent Financial Services invest in?
At the end of its last fiscal year, Oneascent Financial Services’ separately managed accounts held 51% registered funds (mutual funds, ETFs, BDCs), 35% exchange-traded equities, 8% cash and equivalents, 2% U.S. government and agency bonds, 2% state and local bonds and 1% non-exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Oneascent Financial Services?
Oneascent Financial Services is owned through a holding company by Harry Pearson. Its direct owner is Oneascent Holdings LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 14 August 2026
How does Oneascent Financial Services get paid?
Oneascent Financial Services is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Oneascent Financial Services registered with the SEC?
Yes, Oneascent Financial Services has been registered with the SEC as an investment adviser since 24 August 2016. Its CRD number is 284549 and its SEC file number is 801-108265.
Source: Form ADV Part 1A, Item 1, filed 14 August 2026; IAPD firm record
How do I contact Oneascent Financial Services?
Oneascent Financial Services’ main office is at 100 Grandview Place, Suite 200, Birmingham, AL 35243. Its phone number is 205-313-9142.