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ONEASCENT FINANCIAL SERVICES LLC

SEC Form ADV profile.

Total regulatory AUM
$3,537,993,573
Discretionary
$3,052,935,531
Non-discretionary
$485,058,042

Firm details

CRD number
284549
SEC file number
801-108265
Main office
BIRMINGHAM, AL, United States
Employees
161
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.