# Oneascent Family Offices

> Oneascent Family Offices is an SEC-registered investment advisory firm in Birmingham, AL, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 14, 2026.

- CRD: 323305
- Filed as: ONEASCENT FAMILY OFFICES
- Legal name: Oneascent Family Office LLC
- Also doing business as: NEW CITY FAMILY OFFICE
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Birmingham, AL
- Filing period: October 2026
- Form ADV filing dated: August 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323305
- AdvisorCensus page: https://advisorcensus.com/firm/oneascent-family-offices-birmingham-al-323305

## Quick answers

**How is Oneascent Family Offices compensated?**
On its Form ADV (Item 5.E, October 2026), Oneascent Family Offices reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Oneascent Family Offices charge?**
Its Form ADV Part 2A brochure dated August 14, 2026 states: Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it); Hourly rate: $125 to $500 an hour (Financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Oneascent Family Offices located?**
Oneascent Family Offices' principal office is in Birmingham, AL, according to its Form ADV; the September 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Oneascent Family Offices registered with the SEC or a state?**
Oneascent Family Offices is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323305.

**How much does Oneascent Family Offices manage?**
Oneascent Family Offices reports $544,486,722 in regulatory assets under management in its Form ADV filing dated August 14, 2026 (94% discretionary).

**How have Oneascent Family Offices' assets and staff changed since 2023?**
In the Form ADV data for Oneascent Family Offices: Regulatory assets under management: $0 in the October 2023 data and $544,486,722 in the October 2026 data. Total employees: 3 in October 2023 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Oneascent Family Offices serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (43); high net worth individuals (35).

**Which custodians does Oneascent Family Offices use?**
Oneascent Family Offices' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Oneascent Family Offices report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323305

**What changed in Oneascent Family Offices' recent Form ADV filings?**
In the September 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 14, 2026)

- Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it)

> Generally, fees may vary from 0.50% to 2.00% per annum of the market value of a client’s assets in the UMA.

> Generally, fees may vary from 0.50% to 2.00% per annum of the market value of a client’s assets managed by OAFO.

- Hourly rate: $125 to $500 an hour (Financial planning)

> Our hourly charge is between $125 and $500 per hour, depending on the professional working on the project. Fixed fees will typically be between $0 and $15,000

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $544,486,722
- Discretionary: $510,126,555
- Non-discretionary: $34,360,167

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 43 | $13,628,545 |
| High net worth individuals | 35 | $232,110,401 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,004,863 |
| Charitable organizations | Fewer than 5 | $291,201,257 |
| Corporations or other businesses not listed above | Fewer than 5 | $5,541,656 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2022 (3 years)
- Employees: 14 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CA, CO, FL, NY, OH, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Myrtle Beach, SC
- San Antonio, TX

### Websites listed on Form ADV (Item 1.I)
- newcityfamilyoffice.com
- oneascent.com
- Facebook @oneascent
- LinkedIn @oneascent

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 3 | August 1, 2023 |
| October 2024 | $93,756,318 | 4 | August 2, 2024 |
| October 2025 | $360,161,542 | 10 | May 12, 2025 |
| October 2026 | $544,486,722 | 14 | August 14, 2026 |

Regulatory assets under management: $0 in the October 2023 data and $544,486,722 in the October 2026 data.
Total employees: 3 in October 2023 and 14 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Updated its list of owners and control persons (Schedule A).

### August 2026
- No longer lists the business name Sovereign Family Office.
- Added the business name New City Family Office.

### May 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 6 to 10.
- Regulatory assets under management went from $360,161,542 to $544,486,722 (+51%).

### December 2025
- Registered or notice-filed in CA, NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oneascent Family Offices (CRD 323305): Form ADV filing data as of October 2026.