Oneascent Financial Services LLC

$3.54BAssets under management
as of Aug 2026 · SEC Form ADV
Birmingham, AL
Visit websiteLinkedIn
84 people on Advicer connected to this.

Tech stack

No one at Oneascent Financial Services LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $1.3B held · filed Dec 2024
Fidelity
Per Form ADV · $229M held · filed Dec 2024