OneAscent Financial Services LLC

OneAscent Financial Services LLC is a registered investment adviser managing roughly $2.61 billion through a network of 57 advisors and serving individuals (including high‑net‑worth), pension and profit‑sharing plans, trusts, charitable organizations, and corporate clients. The firm provides discretionary and non‑discretionary asset management, financial planning, ERISA investment fiduciary services, tax preparation arrangements, back‑office support for other RIAs, and access to unified managed account programs.

The firm constructs individualized asset‑allocation guidelines and implements portfolios through a mix of direct management, third‑party managers, and Unified Managed Accounts created by its affiliate OneAscent Investment Solutions (OAIS). OneAscent uses overlay managers (Adhesion and GeoWealth, and Natixis for some UMAs), offers optional tax‑overlay management and an outsourced CIO, and also makes use of automated platforms such as Schwab’s Institutional Intelligent Portfolios and tools for managing held‑away accounts.

A few features the brochure highlights as atypical for enterprise peers are prominent: certain OneAscent professionals are registered representatives of Purshe Kaplan Sterling Investments, Inc., permitting brokerage transactions and the receipt of customary commissions, and some advisors arrange or refer clients to accounting services provided by individuals they utilize. The firm also integrates faith‑based giving tools (OneGive/CharityVest), affiliated investment vehicles (OAIS and OneAscent Capital), and outsourced compliance/back‑office offerings, and discloses these relationships and attendant conflicts in its Form ADV.