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ONEASCENT FAMILY OFFICE LLC

Doing business as ONEASCENT FAMILY OFFICES. SEC Form ADV profile.

Total regulatory AUM
$544,486,722
Discretionary
$510,126,555
Non-discretionary
$34,360,167

Firm details

CRD number
323305
SEC file number
801-126924
Main office
BIRMINGHAM, AL, United States
Employees
14
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.