ONEASCENT INVESTMENT SOLUTIONS, LLC of BIRMINGHAM, AL is an SEC-registered investment adviser (CRD 285512). Regulatory assets under management: $987.2M.
Compensation: % of AUM.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| Harry Noble Pearson | MANAGING MEMBER; OWNER | Birmingham, AL |
| Robert Wayne Grubb | CHIEF OPERATING OFFICER | — |
| Ashleigh Cooper Swayze | CHIEF COMPLIANCE OFFICER | — |
| Coleman James Pearson | PRESIDENT | — |
| SWAYZE ASHLEIGH COOPER | CHIEF COMPLIANCE OFFICER | — |
| ROGERS JEFFREY PAUL | OWNER | — |
| MUNN DARREN THADDAEUS | CEO/MANAGING MEMBER | — |
| PEARSON RONALD JAMES | PRESIDENT | — |
| PEARSON HARRY NOBLE | MANAGING MEMBER; OWNER | — |
| Grubb Robert Wayne | CHIEF OPERATING OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |