Oneascent Investment Solutions, LLC (Birmingham)

Oneascent Investment Solutions, LLC is a related adviser based in Birmingham. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Alabama.

Oneascent Investment Solutions provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Oneascent Investment Solutions, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Oneascent Investment Solutions, LLC

The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ashleigh Cooper Swayze	Chief compliance officer	1 Feb 2017	Other	4632543
Llc Oneascent Holdings	Managing member	1 Feb 2017	75% - 100%	00-0000000

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Darren Thaddaeus Munn	Ceo/managing member	1 Jan 2006	75% - 100%	3100611
Llc Camelot Portfolios	Member	1 Dec 2016	75% - 100%	145918

Based in Birmingham

The principal office where Oneascent Investment Solutions, LLC performs its advisory services is located at 23 Iverness Parkway, Birmingham, AL 35242, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.