Thomas
Claud
Oneascent Financial Services LLC
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About this Advisor
Thomas Claud is a financial advisor based in Birmingham, Alabama, working with Oneascent Financial Services LLC. Thomas has previously held positions at Holland Advisory Services, Inc, Resource Management Service, LLC, Oneascent Financial Services/Oneascent Wealth Management, and Oneascent Family Office LLC. Thomas has passed the Series 65 regulatory exam and is registered to provide services in Alabama. Currently, Thomas is part of Oneascent Financial Services LLC, which operates out of Birmingham, Alabama. The firm has 27 offices and 80 employees. The firm manages assets totaling $1.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Oneascent Financial Services LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Oneascent Financial Services LLC Brokerage Details
$1,788,648,397
80
7,877
$227,072
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Thomas Claud Work History
Oneascent Family Office LLC
Oneascent Financial Services/Oneascent Wealth Management
Resource Management Service, LLC
Holland Advisory Services, Inc
Disclosures
Please visit the SEC profile of Thomas Claud to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Oneascent Financial Services LLC
Virginia Beach, VA
Birmingham, AL
Simpsonville, SC
Fort Wayne, IN
Van Wert, OH
Inman, SC
Decatur, IN
Akron, OH
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
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