Oneascent Capital
Answer a few questions and
get matched with an advisor.
Learn more about Oneascent Capital
Overview
Oneascent Capital is a financial advisory company located in Birmingham, Alabama. The company handles $15.7 million in assets throughout two client accounts. It has a small group, including 1 financial advisor. Oneascent Capital is not a registered broker-dealer, signifying that the company is not able to buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are exchangable fiscal investments like options, bonds and stocks.
Oneascent Capital administers all of the firm's client assets on a discretionary basis. Discretionary management is a structure in which an investment advisor has the discretion to make buy and sell judgments without requiring the customer's authorization. The investment advisory firm's average account size is $7.8 million. The average advisor at Oneascent Capital manages around two client accounts, placing it among the most individualized advisor firms in the country.
The firm's central office is at 23 Inverness Center Pkwy, Birmingham, Alabama 35242. The company is allowed to provide services to customers in the state of Alabama.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Oneascent Capital by the Numbers
$15.7 million
1
2
$7.8 million
Fee Structure
Financial management fees usually vary depending on the services provided. However, fee types charged by the company most likely consist of any blend of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Oneascent Capital works with pooled investment vehicles. Out of its two accounts, Oneascent Capital's largest client group is pooled investment vehicles. None of the company's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Oneascent Capital does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.