ONEASCENT FAMILY OFFICE LLC

CRD

323305

SEC file #

801-126924

EIN

823452902

DBA names

Oneascent Family Offices

Economics

AUM

$544.5M

AUM band

$500M-$1B

AUM trajectory

'25 · $360.2M

'26 · $544.5M

'25'26

$360.2M → $544.5M▲ +51%

sec adv history

Client mix

Individuals Other	43
Individuals High Net Worth	35

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'23 · 2 advisors

'25 · 6 advisors

'26 · 10 advisors

'23'26

2 advisors → 10 advisors▲ +400%

sec adv history

Primary office

BIRMINGHAM AL

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsOther Advisory Services

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

04/28/2026

ADV-W filed at

—

Website

oneascent.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

ONEASCENT HOLDINGS LLC

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

ONEASCENT HOLDINGS LLC

Grubb, Robert, Wayne

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

ONEASCENT.COM

Rdap Domain Creation Date

2016-04-01T09:15:13Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0002055812

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2025-02-12

Edgar Last Filing Date

2026-04-21

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-21

Accession0002055812-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.4394

Soi Zip Pct 200k Plus

0.212

Soi Zip Returns 200k Plus

5,670

Soi Zip Total AGI

4,743,141

Fdic Zip Total Deposits

32,701,871,000

Fdic Zip Branch Count

550

Fdic Zip Top Banks

Regions Bank

Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (26)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

23 INVERNESS CENTER PARKWAYBIRMINGHAM, AL 35242

Business

23 INVERNESS CENTER PARKWAYBIRMINGHAM, AL 35242

Edgar EIN

823452902

Edgar Recent Filings

13F-HR2026-04-21 · 0002055812-26-000002

13F-HR2026-02-11 · 0002055812-26-000001

Fdic Zip Branches Raw

First Alabama BankBirmingham, AL

Compass BankCahaba Heights, AL

Fdic Zip HHI

1253.68

Fdic Zip Top Bank Share Pct

31.24

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2027-04-01T09:15:13Z

Rdap Domain Last Changed

2026-04-02T12:03:04Z

Rdap Nameservers

Ns21.domaincontrol.comNs22.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	60,646
Returns	5,440

Stub 2

AGI	155,170
Returns	4,170

Stub 3

AGI	196,926
Returns	3,200

Soi Zip Total Business Income

154,097

Soi Zip Total Cap Gains

492,273

Soi Zip Total Dividends

150,882

Soi Zip Total Returns

26,740

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