# ONEASCENT FINANCIAL SERVICES LLC

ONEASCENT FINANCIAL SERVICES LLC of BIRMINGHAM, AL is an SEC-registered investment adviser.

## Registration

- CRD: 284549
- Type: SEC-registered investment adviser
- SEC file number: 801-108265
- Location: 100 GRANDVIEW PLACE, BIRMINGHAM, AL, 35243
- Phone: 205-313-9142
- Latest filing: 2026-08-03
- Regulatory AUM: $3.5B
- Discretionary AUM: $3.1B
- Non-discretionary AUM: $485.1M
- Clients: 161
- Accounts: 16,009

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other

## Officers, owners & control persons (11)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/284549/brochure
- Similar advisers: https://search.stillhousedata.com/firm/284549/similar
- Related entities: https://search.stillhousedata.com/firm/284549/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/284549

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.