firm profile
Oneascent Financial Services LLC
Overview
Oneascent Financial Services LLC is an SEC registered investment adviser based in Birmingham, AL, registered since 2016. It reports $3.5B in assets under management across 16,009 accounts, with 161 employees. It has 77 investment adviser representatives.
- Reported AUM
- $3.5B
- Discretionary
- 86%
- Accounts
- 16,009
- Average account
- $221K
- Employees
- 161
- Advisory reps
- 77
- Registered since
- 2016
- Jurisdictions
- 43
As reported in the firm's August 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 3 of 3
- Robert Wayne Grubb Chief Operating Officer CRD 6618081
- Tomonica Michelle Stoudemire Chief Compliance Officer CRD 4810586
- Harry Noble Pearson Manager CRD 2847191
Advisory reps 3 of 77
- Robert Eli Allamon Insurance Agent · Investment Adviser Rep CRD 6162753
- Charles Thomas Lee Alvey III Insurance Agent · Investment Adviser Rep CRD 6764486
- David Rick Anderson Insurance Agent · Investment Adviser Rep CRD 1568913
74 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 100 Grandview Pl Ste 200
Birmingham, AL 35243 - County
- Jefferson
- Metro area
- Birmingham-Hoover, AL
- Region
- South
Registrations
- SEC registered
- Registered in 43 jurisdictions
- Website: stonebridgeadvisers.com
Every state, with registration dates
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