OneAscent Family Offices
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$544,486,722
Total clients
78
45% high-net worth
Total advisors
4
of 14 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
20
Average account size
$6,980,599
About
OneAscent Family Office provides investment advisory, financial planning, and comprehensive family office services to high‑net‑worth individuals and family clients. The firm, established in 2022, manages approximately $544 million in client assets through a team of four advisors and maintains multiple offices.
Portfolios are managed on either a discretionary or non‑discretionary basis with individualized asset‑allocation guidelines, the use of third‑party managers, and the option to allocate assets to Unified Managed Accounts created by its affiliate OneAscent Investment Solutions (OAIS). The firm also offers tax‑overlay services through an overlay manager (Adhesion), outsourced CIO solutions, and can manage held‑away accounts via third‑party technology platforms while delivering family governance, reporting, and project‑management services.
What distinguishes OneAscent from many peers is its integrated operating structure: several affiliated entities (including OAIS, OneAscent Wealth Management, and OneAscent Financial Services) and ownership interests in private funds through OneAscent Capital allow the firm to combine UMA, OCIO and fund‑sponsoring capabilities. The brochure also discloses that some professionals are separately licensed insurance agents and that the firm facilitates donor‑advised giving through OneGive/CharityVest, with these affiliations and related conflicts of interest addressed in its disclosures and Code of Ethics.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees typically $0 to $15,000, can be greater than $100,000; Asset management flat fees $1,000 to $100,000 per annum; Family office fixed fees $0 to $35,000, can be greater than $100,000
$0+: 0.50% to 2.00% per annum (negotiable) for Unified Managed Accounts (UMA) $0+: 0.50% to 2.00% per annum (negotiable) for Asset Management Non-UMA Clients $0+: 0.50% to 2.00% per annum (negotiable) for Asset Management Held Away Accounts $0+: 0.50% to 2.00% per annum (negotiable) for Asset Management Fee Based Annuities and Insurance $0+: 0.50% to 2.00% per annum (negotiable) for Family Office Services Bundled Annual Rate Option
Financial planning hourly fees from $125 to $500 per hour; Family office services hourly fees $125 to $500 per hour
Fee-only: Financial planning hourly fees $125 to $500 per hour; Fixed fees typically $0 to $15,000, can exceed $100,000; Asset management flat fees $1,000 to $100,000 per annum; Family office fixed fees $0 to $35,000, can exceed $100,000; Fees negotiable
Main office location
OneAscent Family Offices
23 Inverness Center Parkway
Birmingham AL 35242, United States
Number of offices
9
Most active in
Alabama · California · Colorado · Florida · New York · Ohio · South Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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