ONEASCENT INVESTMENT SOLUTIONS, LLC
C26
CRD 285512·SEC 801-110054·BIRMINGHAM, AL
AUM
$987.2M
$500M-$1B
Est. Revenue
$9.9M
@ 1% on AUM
Est. EBITDA
$3.0M
@ 30% margin
Est. Deal Value
$23.7M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'21 · $24.6M
'22 · $43.4M
'23 · $117.9M
'25 · $639.8M
'26 · $987.2M
'21'26
$24.6M → $987.2M▲ +3911%
Client mix
| Individuals Other | 6 |
| Investment Companies | 5 |
| Pooled Investment Vehicles | 5 |
| Individuals High Net Worth | 3 |
| Corporations | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 1 advisors
'21 · 1 advisors
'22 · 4 advisors
'23 · 8 advisors
'25 · 8 advisors
'26 · 9 advisors
'20'26
1 advisors → 9 advisors▲ +800%
Branches
—
Custodian & Brokerage
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (11)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
23 INVERNESS CENTER PARKWAYBIRMINGHAM, AL 35242
Business
23 INVERNESS CENTER PARKWAYBIRMINGHAM, AL 35242
Edgar Recent Filings
13F-HR2026-04-29 · 0001974438-26-000003
13F-HR2026-02-11 · 0001974438-26-000002