Oneascent Capital Llc
- Regulatory AUM
- $55.6M
- Discretionary
- $55.6M
- Clients
- 3
- Avg AUM / client
- $18.5M
- Accounts
- 3
- Employees
- 1
AUM over time
Annual snapshots from Form ADV filings · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $31.5M | 56.7% |
| Pooled investment vehicles (non-investment companies) | 2 | $24.1M | 43.3% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $25.3M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Oneascent Capital Impact Fund I Lp | Other Private Fund | Delaware | $17.8M | 59 |
| Oac Evergreen, Llc | Private Equity Fund | Delaware | $4.0M | 11 |
| Oac Pathway Llc | Private Equity Fund | Delaware | $3.5M | 12 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Harry Noble Pearson | Managing Member | CFP | Feb 2016 (11y) | ≈ 56.25% – 100% via Oneacsent Holding 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)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Oneacsent Holding 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 Oneacsent Holding 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.
Private funds (3, $25.3M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Oneascent Capital Impact Fund I Lp | Other Private Fund | $17.8M | $500K | 59 |
| Oac Evergreen, Llc | Private Equity Fund | $4.0M | $500K | 11 |
| Oac Pathway Llc | Private Equity Fund | $3.5M | $100K | 12 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 1.54 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: IN 2017, OUR CHIEF COMPLIANCE OFFICER, ASHLEIGH SWAYZE, SIGNED A CONSENT ORDER WITH THE CONNECTICUT DEPARTMENT OF BANKING AND INSURANCE. THE UNDERLYING MATTER INVOLVED A CLIENT OF MS. SWAYZE'S THAT FAILED TO REGISTER AS AN INVESTMENT ADVISER REPRESENTATIVE IN CONNECTICUT. THE STATE FELT THAT MS. SWAYZE'S FIRM SHOULD HAVE FOLLOWED THIS CLIENT'S ACTIVITIES AND REQUIRED HER TO REGISTER, DESPITE NOT BEING ENGAGED TO DO SO Status: Final Sanction Detail: THE 10,000 FINE WAS PAID CONTEMPORANEOUSLY WITH SIGNING THE CONSENT ORDER. Summary: THE ACTION IS CONCLUDED.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗