AUMdb
OI

Oneascent Investment Solutions, Llc

SEC-registered Mutual Fund / Asset Manager · Small ($100M–$1B) CRD 285512 · SEC file 801-110054 · Birmingham, AL
☆ Save with Pro ADV data as of Mar 12, 2026
Regulatory AUM
$987M
Discretionary
$987M
Clients
20
Avg AUM / client
$49.4M
Accounts
47
Employees
27

AUM over time

$0 $987M
Dec 2016 Dec 2025

Annual snapshots from Form ADV filings · as of Mar 12, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 6 $1.9M 0.19%
High net worth individuals 3 $13.4M 1.36%
Investment companies 5 $816M 82.6%
Pooled investment vehicles (non-investment companies) 5 $155M 15.7%
Corporations and other businesses 1 $850K 0.09%

People (5)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Harry Noble Pearson Owner CFP Feb 2016 (11y) ≈ 56.25% – 100% via Oneascent Holdings, Llc
Grubb, Robert, Wayne Chief Operating Officer Feb 2017 (10y) Less than 5%
Swayze, Ashleigh, Cooper Chief Compliance Officer Feb 2017 (10y) Less than 5%
Pearson, Coleman, James President Jan 2022 (5y) Less than 5%
Brian Scott Watson Registered representative CFA Mar 2025 (1y)

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Oneascent Holdings, Llc Managing Member 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.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/12/2026 1.22 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

Services

  • Portfolio management for individuals/small businesses
  • Portfolio management for investment companies

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have 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: Mar 12, 2026.

View current Form ADV (SEC/IAPD) ↗