OneAscent Employee Directory

Financial ServicesAlabama, United States11-50 Employees

OneAscent is a family of companies committed to delivering Kingdom class financial solutions to advisors and investors. OneAscent Wealth Management, OneAscent Financial Services, and OneAscent Investment Solutions each make a positive impact and bless humanity through values-based investing. All are driven by our mission to help stewards thrive in life and legacy, each with its own vision to accomplish this end.

Investment advisory services offered through OneAscent Wealth Management, LLC (“OAWM”), OneAscent Financial Services, LLC (“OAFS”), OneAscent Investment Solutions, LLC (“OAIS”), OneAscent Capital, LLC (“OAC”), and OneAscent Family Office, LLC (“OAFO”), investment advisers registered with the United States Securities and Exchange Commission. OAWM, OAFS, OAIS, OAC, and OAFO may only transact business in those states in which they are registered or qualify for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to their investment advisory services. Accordingly, publication of this website on the internet should not be construed by any consumer and/or prospective client as OAWM's, OAFS's, OAIS's, OAC's, and OAFO's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by OAWM, OAFS, OAIS, OAC, and OAFO with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

Find OneAscent employees' phone numbers or email addresses

OneAscent Global Highlights

Location
Employees

North America
43

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  • United States Of America
    43

OneAscent's Leadership

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    B. C.
    Chief Growth Officer
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    K. P.
    Vp Of Advisor Service And Success
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    J. S.
    Director Of Private Markets & Impact Advocacy
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    P. S. C.
    Director Of Institutional & Family Office Services / Ocio
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    K. M.
    Director, Advisor Operations
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    D. B.
    Advisor Transitions Manager
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    R. H. M.
    Senior Lead Advisor
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    J. A.
    Stewardship Advisor
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OneAscent Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Consultant
  • Arts & Design
  • Business Development
  • Other

Contact profiles from OneAscent

Name
Title
Contact Info
Location
Last Update
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    S. B.
    Associate Advisor
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    United StatesMinnesota
    Mar 02, 2026

Frequently Asked Questions

What is OneAscent known for?

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OneAscent operates in the Financial Services industry. The company's main headquarters is located in 23 Inverness Center Parkway Birmingham, Alabama 35242 United States. Explore OneAscent's company overview page for more information.

What is OneAscent's most common email format?

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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?

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

Who are OneAscent's key employees and leadership?

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

  • Chief Growth Officer: B. C.
  • Vp Of Advisor Service And Success: K. P.
  • Director Of Private Markets & Impact Advocacy: J. S.
  • Director Of Institutional & Family Office Services / Ocio: P. S. C.
  • Director, Advisor Operations: K. M.

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