Oneascent Wealth Management Llc
- Regulatory AUM
- $476M
- Discretionary
- $466M
- Clients
- 927
- Avg AUM / client
- $513K
- Accounts
- 2,616
- Employees
- 23
AUM over time
Annual snapshots from Form ADV filings · as of Apr 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 790 | $194M | 40.7% |
| High net worth individuals | 126 | $262M | 55.0% |
| Pension and profit sharing plans | Fewer than 5 clients | $1.5M | 0.32% |
| Charitable organizations | 6 | $9.6M | 2.02% |
| Corporations and other businesses | 5 | $9.2M | 1.94% |
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Grubb, Robert, Wayne | Chief Operating Officer | Apr 2020 (6y) | Less than 5% | |
| Harry Noble Pearson | Managing Member | CFP | Apr 2020 (6y) | ≈ 56.25% – 100% via Oneascent Holdings Llc |
| Thomas James Claud | Chief Compliance Officer | Aug 2022 (4y) | Less than 5% | |
| Brent Wayne Whiddon | Registered representative | Jun 2020 (6y) | ||
| Benjamin Jonathan Craft | Registered representative | Jul 2020 (6y) | ||
| Randall Heath Morris | Registered representative | CFP | Jul 2020 (6y) | |
| Robert Hays Latimer | Registered representative | CFP | Jul 2020 (6y) | |
| Thomas Edward Powell | Registered representative | CFP | May 2021 (5y) | |
| Gary Chadwick Harrison | Registered representative | Feb 2022 (4y) | ||
| Martin Nicole Smith | Registered representative | Feb 2024 (2y) | ||
| Faustino Theodore Munoz | Registered representative | CFP | Jan 2025 (2y) | |
| Justin Charles Cramer | Registered representative | Jan 2025 (2y) | ||
| Samuel James Jauregui | Registered representative | Sep 2025 (1y) | ||
| Mark Lee Tevebaugh | Registered representative | Sep 2025 (1y) | ||
| Michael Chandler Key | Registered representative | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Oneascent Holdings Llc | Owner | Apr 2021 | 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)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/28/2026 | 1.21 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
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $466M (98% of AUM) Apr 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: Apr 28, 2026.
View current Form ADV (SEC/IAPD) ↗