Oneascent Financial Services Llc
SEC-registered
Insurance-Affiliated · Mid-sized ($1B–$10B)
CRD 284549
· SEC file 801-108265
· Birmingham, AL
· strategencecapital.com
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ADV data as of Jun 16, 2026
- Regulatory AUM
- $3.5B
- Discretionary
- $3.1B
- Clients
- 5,279
- Avg AUM / client
- $670K
- Accounts
- 16,009
- Employees
- 161
AUM over time
$0
$3.5B
Aug 2016
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 4,324 | $1.1B | 31.3% |
| High net worth individuals | 804 | $1.9B | 54.2% |
| Pension and profit sharing plans | 70 | $303M | 8.56% |
| Charitable organizations | 45 | $182M | 5.16% |
| Corporations and other businesses | 36 | $27.7M | 0.78% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| National Oil And Gas, Inc. Employees' Savings Plan National Oil And Gas, Inc. | Bluffton, IN | 2024 |
| The Diesel Equipment Company, Inc. Savings Plan And Trust Diesel Equipment Company, Inc. | 2024 | |
| Turenne & Associates, Llc And Affiliates 401(k) Plan Turenne & Associates, Llc | 2024 | |
| Bradford Health Services 401(k) Profit Sharing Pla Bradford Health Services | 2024 |
People (85)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Grubb, Robert, Wayne | Chief Operating Officer | Feb 2017 (10y) | Less than 5% | |
| Harry Noble Pearson | Owner | CFP | Feb 2017 (10y) | ≈ 56.25% – 100% via Oneascent Holdings Llc |
| Thomas James Claud | Chief Compliance Officer | Aug 2022 (4y) | Less than 5% | |
| Cavett Robert Cooper | Registered representative | CFP | Mar 2017 (9y) | |
| William Robert Hines | Registered representative | Sep 2017 (9y) | ||
| Stacey Ann Zahoranski | Registered representative | Nov 2017 (9y) | ||
| Michael Kuckel | Registered representative | CFA | Dec 2017 (9y) | |
| Michael Thomas Bajc | Registered representative | May 2019 (7y) | ||
| Robert Walter Felts | Registered representative | Sep 2019 (7y) | ||
| Mark Lee Tevebaugh | Registered representative | Oct 2020 (6y) | ||
| Alexander Garret Peloquin | Registered representative | Mar 2021 (5y) | ||
| John Calvin Mcdonald | Registered representative | CFP | Mar 2021 (5y) | |
| Suzuanne Marie Foster | Registered representative | CFP | Sep 2021 (5y) | |
| Nelson Negron | Registered representative | May 2022 (4y) | ||
| Tyler Owen Martin | Registered representative | CFP | Sep 2022 (4y) | |
| Mitchell Stanley Martin | Registered representative | Sep 2022 (4y) | ||
| Cameron David Collier | Registered representative | CFP | Oct 2022 (4y) | |
| Joshua Stuart Smith | Registered representative | Oct 2022 (4y) | ||
| Ian Matthew Morrison | Registered representative | May 2023 (3y) | ||
| Mark Eugene Morrison | Registered representative | CFP | May 2023 (3y) | |
| Brad Alan Nelson | Registered representative | CFP | Jun 2023 (3y) | |
| Sara Kristen Bolen | Registered representative | Jun 2023 (3y) | ||
| Simon Paul Jackson | Registered representative | Jun 2023 (3y) | ||
| Paul Stanley Tyers | Registered representative | Jul 2023 (3y) | ||
| John Robert Tate | Registered representative | CFP | Aug 2023 (3y) | |
| Carl James Reed | Registered representative | Sep 2023 (3y) | ||
| Erin Kae Gilbert | Registered representative | Sep 2023 (3y) | ||
| Erin Nicole Laukhuf | Registered representative | CFP | Sep 2023 (3y) | |
| Graig Stettner | Registered representative | CFA | Sep 2023 (3y) | |
| Matthew Robert Dorweiler | Registered representative | Sep 2023 (3y) | ||
| Seth David Gerber | Registered representative | Sep 2023 (3y) | ||
| Timothy James Stoller | Registered representative | Sep 2023 (3y) | ||
| Tamela Jean Sperr | Registered representative | CFP | Sep 2023 (3y) | |
| Jordan Arnold | Registered representative | CFP | Sep 2023 (3y) | |
| Matthew Edward Moses | Registered representative | Jan 2024 (3y) | ||
| Bailey Ziemski Harwood | Registered representative | Jan 2024 (3y) | ||
| Caleb Dean Thomas | Registered representative | Feb 2024 (2y) | ||
| Arlen Ray Royalty | Registered representative | Mar 2024 (2y) | ||
| Benjamin Jonathan Craft | Registered representative | Apr 2024 (2y) | ||
| Thomas Edward Powell | Registered representative | CFP | Apr 2024 (2y) | |
| Kaden Laine Bussel | Registered representative | Apr 2024 (2y) | ||
| Benjamin A Wilhelm | Registered representative | May 2024 (2y) | ||
| Robert Eli Allamon | Registered representative | Jun 2024 (2y) | ||
| Nicholas David Wurster | Registered representative | Jul 2024 (2y) | ||
| David Rick Anderson | Registered representative | Aug 2024 (2y) | ||
| Sarah Elise Mouw | Registered representative | Aug 2024 (2y) | ||
| Stephen Brent Moore | Registered representative | Sep 2024 (2y) | ||
| Joshua Shane Arrington | Registered representative | Sep 2024 (2y) | ||
| Wesley Michael Hodges | Registered representative | Sep 2024 (2y) | ||
| Kadin Andrew Cochran | Registered representative | Oct 2024 (2y) | ||
| Bradley Wayne Small | Registered representative | Dec 2024 (2y) | ||
| Justin Charles Cramer | Registered representative | Jan 2025 (2y) | ||
| Gary Paul Gardner | Registered representative | CFP | Jan 2025 (2y) | |
| Noah William Dorman | Registered representative | CFP | Feb 2025 (1y) | |
| Isaiah Joel Flaten | Registered representative | Mar 2025 (1y) | ||
| Charles Thomas Alvey | Registered representative | CFP | May 2025 (1y) | |
| Daniel Louis Hardt | Registered representative | CFP Chartered Financial Consultant | May 2025 (1y) | |
| Jon Caleb Pourchot | Registered representative | May 2025 (1y) | ||
| Jacob Robert Pryor | Registered representative | May 2025 (1y) | ||
| Randall Leo Franklin | Registered representative | CFP Personal Financial Specialist | May 2025 (1y) | |
| Seth Logan Franklin | Registered representative | May 2025 (1y) | ||
| Stone Michael Evers | Registered representative | May 2025 (1y) | ||
| Eric Scott Dorman | Registered representative | CFP | Jun 2025 (1y) | |
| Joseph Scott Hudock | Registered representative | CFP | Jun 2025 (1y) | |
| Kevin Arthur Rhodes | Registered representative | CFP | Jun 2025 (1y) | |
| Charles Davis Mobley | Registered representative | Jul 2025 (1y) | ||
| Justin Owen Cunningham | Registered representative | Jul 2025 (1y) | ||
| Scott Arthur Mackenzie | Registered representative | Sep 2025 (1y) | ||
| Colby Alan Keeton Gilmore | Registered representative | CFP | Sep 2025 (1y) | |
| Joshua Todd Holland | Registered representative | Oct 2025 (1y) | ||
| Samuel Roby Tate | Registered representative | Nov 2025 (1y) | ||
| Joseph Fitzgerald Kuckel | Registered representative | Dec 2025 (1y) | ||
| Peter James Hynes | Registered representative | Dec 2025 (1y) | ||
| Ryan Lee Wenninger | Registered representative | Dec 2025 (1y) | ||
| Casey Day Blair | Registered representative | Jan 2026 (1y) | ||
| Brian Christopher Schaaf | Registered representative | Feb 2026 (0y) | ||
| Jose Felix Jimenez | Registered representative | CFP | Feb 2026 (0y) | |
| Matthew Williams | Registered representative | Apr 2026 (0y) | ||
| Jared E Bailey | Registered representative | Jun 2026 (0y) | ||
| David Timothy Bresnahan | Registered representative | Jun 2026 (0y) | ||
| Nicholas Alexander Ellison | Registered representative | CFP | Jul 2026 (0y) | |
| Jeffrey Paul Rogers | Registered representative | Jul 2026 (0y) | ||
| Aiden Michael Gaugler | Registered representative | Jul 2026 (0y) | ||
| Joseph Charles Morson | Registered representative | CFP | Jul 2026 (0y) | |
| Joseph William Veasey | Registered representative | CFP | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Oneascent Holdings Llc | Owner | Feb 2017 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Harry Noble Pearson: 75% – 100% of Oneascent Holdings Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| National Oil And Gas, Inc. Employees' Savings Plan | National Oil And Gas, Inc. | 125 | $15.5M | 01/01/2024 |
| The Diesel Equipment Company, Inc. Savings Plan And Trust | Diesel Equipment Company, Inc. | 372 | $17.7M | 01/01/2024 |
| Turenne & Associates, Llc And Affiliates 401(k) Plan | Turenne & Associates, Llc | 622 | $29.0M | 01/01/2024 |
| Bradford Health Services 401(k) Profit Sharing Pla | Bradford Health Services | 820 | $11.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/16/2026 | 1.54 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $2.3B (66% of AUM) Jun 2026
- Fidelity Brokerage Services $536M (15% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 16, 2026.
View current Form ADV (SEC/IAPD) ↗