What departments does OneAscent have?

OneAscent has employees across 2 departments including Operations, Banking.

What is the largest department at OneAscent?

The largest department at OneAscent is Operations with 1 employees.

Where are OneAscent employees located globally?

OneAscent has employees across 1 continents and 1 countries including United States Of America.

How has OneAscent's team size changed over time?

OneAscent's team has grown from approximately 23 to 40 employees based on available data.

OneAscent Employee Directory

Financial ServicesAlabama, United States11-50 Employees

OneAscent is a Birmingham-based family of financial services firms offering advisory and investment solutions through affiliated entities, including OneAscent Wealth Management, OneAscent Financial Services, OneAscent Investment Solutions, OneAscent Capital, and OneAscent Family Office. Investment advisory services are provided by these entities and are registered with the U.S. Securities and Exchange Commission, with transactions limited to states where registration or exemptions apply. The group emphasizes values-based investing and aims to support stewards in achieving life and legacy goals through its financial offerings. The organization operates as a smaller, regional player in the financial services landscape.

Within the financial services industry, OneAscent positions itself as a provider that pools wealth management, financial services, and investment solutions under a regulated framework for advisors and investors seeking values-aligned approaches. In June 2024, the company launched the OneAscent Small Cap Core ETF, expanding its lineup of values-aligned, index-based investment products.

OneAscent Global Highlights

North America
44

United States Of America
44

OneAscent's Leadership

K. M.
Director, Advisor Operations
Mobile Phone
Email
R. H. M.
Senior Lead Advisor
Mobile Phone
Email
D. H.
Financial Advisor
Mobile Phone
Email

OneAscent Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Consultant
Arts & Design
Business Development
Other
Community & Social Services
Accounting

Contact profiles from OneAscent

Name

Title

Contact

Location

Last Update

K. M.
Director, Advisor Operations
Mobile Phone
Email
Oct 23, 2024
R. H. M.
Senior Lead Advisor
Mobile Phone
Email
Jun 08, 2026
D. H.
Financial Advisor
Mobile Phone
Email
Jun 08, 2026

Frequently Asked Questions

What is OneAscent known for?

OneAscent operates in the Financial Services industry. Explore OneAscent's company overview page for more information.

What is OneAscent's most common email format?

OneAscent employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more OneAscent email formats with LeadIQ.

How many employees does OneAscent have currently?

OneAscent has approximately 50 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are OneAscent's key employees and leadership?

As of July 2026, OneAscent's key employees include:

Director, Advisor Operations: K. M.
Senior Lead Advisor: R. H. M.
Financial Advisor: D. H.

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OneAscent Employee Directory

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