OneAscent Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers. Financial planning was provided to 251–500 clients last fiscal year.
OneAscent Wealth Management reports 927 clients. They include 790 individual clients, 126 high-net-worth individuals and 6 charitable organizations. Of its assets, 98.0% ($466M across 2,580 accounts) are managed with discretion; $9.46M across 36 accounts are not. It advised 60 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 85% | 41% |
| High-net-worth individuals | 14% | 55% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | <1% | 2% |
| Corporations and other businesses | <1% | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 790 | $194M | 40.7% | $245K |
| High-net-worth individuals | 126 | $262M | 55.0% | $2.08M |
| Pension and profit-sharing plans | Fewer than 5 | $1.5M | 0.3% | — |
| Charitable organizations | 6 | $9.6M | 2.0% | $1.6M |
| Corporations and other businesses | 5 | $9.22M | 1.9% | $1.84M |
| Total | 927 | $476M | 100% | — |
- Clients
- 790
- Regulatory AUM
- $194M
- AUM share
- 40.7%
- Avg. per client
- $245K
- Clients
- 126
- Regulatory AUM
- $262M
- AUM share
- 55.0%
- Avg. per client
- $2.08M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.5M
- AUM share
- 0.3%
- Avg. per client
- —
- Clients
- 6
- Regulatory AUM
- $9.6M
- AUM share
- 2.0%
- Avg. per client
- $1.6M
- Clients
- 5
- Regulatory AUM
- $9.22M
- AUM share
- 1.9%
- Avg. per client
- $1.84M
Total
- Clients
- 927
- Regulatory AUM
- $476M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 60
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
OneAscent Wealth Management 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 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Consulting
- Fixed fees between $500 and $4,000 per annum; negotiable.
- Financial Planning
- Hourly charge typically $125 to $500 per hour, or a fixed fee typically $0 to $15,000; negotiable.
Oneascent Holdings LLC owns 75% or more of OneAscent Wealth Management and is in turn owned by Harry Pearson (75% or more). The leadership team of OneAscent Wealth Management includes Chief Operating Officer Robert Grubb and Chief Compliance Officer Tomonica Stoudemire. It has 23 employees, 12 of them in advisory roles.
Staff
- 23 employees
- 12 in advisory functions
- 13 state-registered reps
- 10 insurance agents
- 1 soliciting firm
- Owns 75% or more of Oneascent Wealth Management LLC
Oneascent Holdings LLC
Control person · since April 2021
- Owns 75% or more of Oneascent Holdings LLC
Harry Pearson
Control person · since April 2021
OneAscent Wealth Management’s regulatory assets grew 1.8× from $265M (May 2021) to $476M (August 2026); clients rose from 609 to 927 and employees from 12 to 23.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Aug 2026August 2026 | $476M | 927 | 23 | 6 |
| May 2025May 2025 | $432M | 918 | 24 | 5 |
| Apr 2024April 2024 | $521M | 1,036 | 32 | 6 |
| Jun 2023June 2023 | $471M | 1,007 | 37 | 6 |
| Jul 2022July 2022 | $385M | 751 | 30 | 5 |
| May 2021May 2021 | $265M | 609 | 12 | 4 |
Besides its headquarters, OneAscent Wealth Management has 5 offices (2 private residences, listed without an address), with 4 listed addresses across 3 states.
Florida · 2 listed addresses
- 1301 North Palafox Street, Pensacola
- 2020 Hwy A1a, Indian Harbor Beach
Alabama · 1 listed address
- 100 Grandview Place, BirminghamHQ
South Carolina · 1 listed address
- 1113 48th Avenue North, Myrtle Beach
Other business names
OneAscent Wealth Management has reported 1 other business name to the SEC.
- Sovereign Family Office
Contact and registration details
- Legal name
- Oneascent Wealth Management LLC
- Headquarters
- 100 Grandview Place, Birmingham, AL 35243
- Website
- oneascent.com
- Phone
- 205-313-9142
- @oneascentwealth
- SEC file
- 801-118682
- Structure
- Delaware LLC
- Fiscal year end
- December
OneAscent Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($466M). OneAscent Wealth Management has custody of $36.9M for 116 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $466M100%
At year end, OneAscent Wealth Management’s separately managed accounts were mostly in stocks (68%) and funds (19%). Its reported 13F holdings for the quarter ended 30 June 2026 total $336M across 169 positions; the largest are Unified Ser TR (17.6%), Unified Ser TR (14.6%) and Unified Ser TR (13.1%).
What the accounts hold
- Stocks68%
- Funds19%
- Registered funds17%
- Pooled vehicles2%
- Bonds2%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash11%
How many clients does OneAscent Wealth Management have?
OneAscent Wealth Management has 927 clients and manages $476 million for them, as of August 2026. They include 790 individual clients, 126 high-net-worth individuals and 6 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 August 2026
What services does OneAscent Wealth Management offer?
OneAscent Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does OneAscent Wealth Management use?
OneAscent Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $466M. 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 Wealth Management have?
OneAscent Wealth Management has 13 investment adviser representatives registered with state securities authorities, out of 23 employees, and 12 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 10 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 Wealth Management invest in?
At the end of its last fiscal year, OneAscent Wealth Management’s separately managed accounts held 68% exchange-traded equities, 17% registered funds (mutual funds, ETFs, BDCs), 11% cash and equivalents, 2% pooled vehicles (private funds and similar), 1% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns OneAscent Wealth Management?
OneAscent Wealth Management 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 Wealth Management get paid?
OneAscent Wealth Management 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
How do I contact OneAscent Wealth Management?
OneAscent Wealth Management’s main office is at 100 Grandview Place, Birmingham, AL 35243. Its phone number is 205-313-9142. Its website is oneascent.com.
