RIA Intel›Advisers›Alabama›ONEASCENT INVESTMENT SOLUTIONS, LLC

ONEASCENT INVESTMENT SOLUTIONS, LLC

Institutional

N·BIRMINGHAM, AL

Data as of Mar 12, 2026 · Source: SEC Form ADV

Total AUM
$987M
1-Year AUM Growth
+45.8%
3-Year CAGR
+121.8%
Employees
9
Assets Under Management
Total AUM$987M
Discretionary AUM$987M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients23
Team
Total Employees9
Investment Advisers27
Employee Growth (1Y)—
Filing History
Total Filings on Record20
First FilingFeb 20, 2017
Latest FilingMar 12, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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