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.
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