ONEASCENT WEALTH MANAGEMENT of BIRMINGHAM, AL is an SEC-registered investment adviser (CRD 308057). Regulatory assets under management: $475.6M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Harry Noble Pearson | MANAGING MEMBER | Birmingham, AL |
| Robert Wayne Grubb | CHIEF OPERATING OFFICER | — |
| Thomas James Claud | CHIEF COMPLIANCE OFFICER | — |
| Ashleigh Cooper Swayze | CHIEF COMPLIANCE OFFICER | — |
| POWELL THOMAS EDWARD | INVESTMENT ADVISOR REP; INVESTMENT ADVISOR REPRESENTATIVE | — |
| SWAYZE ASHLEIGH COOPER | CHIEF COMPLIANCE OFFICER | — |
| PEARSON HARRY NOBLE | MANAGING MEMBER | — |
| Grubb Robert Wayne | CHIEF OPERATING OFFICER | — |
| CLAUD THOMAS JAMES | CHIEF COMPLIANCE OFFICER | — |