ONEASCENT FINANCIAL SERVICES LLC of BIRMINGHAM, AL is an SEC-registered investment adviser (CRD 284549). Regulatory assets under management: $3.5B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Harry Noble Pearson | MANAGER; OWNER | Birmingham, AL |
| Robert Wayne Grubb | CHIEF OPERATING OFFICER | — |
| Thomas James Claud | CHIEF COMPLIANCE OFFICER | — |
| Ashleigh Cooper Swayze | CHIEF COMPLIANCE OFFICER | — |
| SWAYZE ASHLEIGH COOPER | CHIEF COMPLIANCE OFFICER | — |
| ROGERS JEFFREY PAUL | OWNER | — |
| MUNN DARREN THADDAEUS | CEO/MANAGING MEMBER; MANAGING MEMBER; OWNER | — |
| ZEEB RYAN DEANE | MANAGING MEMBER | — |
| PEARSON HARRY NOBLE | MANAGER; OWNER | — |
| Grubb Robert Wayne | CHIEF OPERATING OFFICER | — |
| CLAUD THOMAS JAMES | CHIEF COMPLIANCE OFFICER | — |