Oneascent Financial Services LLC

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

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

As stated in the firm's Form ADV Part 2A brochure dated August 14, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

$3,537,993,573 as of October 2026, filing dated August 14, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Portfolio management for businesses (other than small businesses) or institutional clients
• Pension consulting services
• Selection of other advisers (including private fund managers)
• Educational seminars/workshops
• Other

Also doing business as

2:24 WEALTH GROUP, ADVENTURE FINANCIAL, AFFILIATED FINANCIAL PLANNERS, ANTHEM ADVISORS, ASCENSION WEALTH MANAGEMENT, FINANCIAL STRATEGIES GROUP, FLIGHT FINANCIAL ADVISORS, FRANKLIN WEALTH MANAGEMENT, HAMPTON SQUARE WEALTH MANAGEMENT, HARDT FINANCIAL GROUP, LIFE&WEALTH ADVISORS, LONE OAK FINANCIAL SERVICES, PROVIDENCE FINANCIAL ADVISORS, PROVIDENT OAK FINANCIAL, PURE CAPITAL ADVISORS, PURE CAPITAL SPORTS, RESOLUTE CAPITAL GROUP, RIVER OAK FINANCIAL, SOLOMON PRIVATE WEALTH, SOVEREIGN FAMILY OFFICE, SOVEREIGN PRIVATE WEALTH, STEWARDSHIP ADVISORY GROUP, STONEBRIDGE WEALTH MANAGEMENT, STRATEGENCE CAPITAL, TATE FINANCIAL PARTNERS, TEVEBAUGH & ASSOCIATES, THE CORNERSTONE FINANCIAL GROUP, WEALTH STEWARDS, ZAHORANSKI WEALTH MANAGEMENT

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2016 (10 years)

Employees

Total: 161. Performing investment advisory functions: 74.

Wrap fee program participation

No.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.Fidelity Brokerage Services LLC

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.

Other offices (Schedule D, Section 1.F)

26 other offices, as of the September 2026 filing

Akron, OHAllentown, PAAndover, NJBeverly, MABluffton, INCrystal Lake, ILDecatur, INFort Wayne, INGrand Rapids, MNGreenville, SCHouston, TXHuntsville, ALKennewick, WALaguna Niguel, CALouisville, KYMadisonville, KYMorris, MNMyrtle Beach, SCNashville, TNOrefield, PARaleigh, NCSan Antonio, TXSelinsgrove, PATorontoVan Wert, OHWalnut Creek, CA

States registered or notice-filed

43 states or jurisdictions

ALARAZCACODEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNHNJNVNYOHOKORPASCSDTNTXUTVAWAWIWVWY

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $216,744,791 in the October 2021 data and $3,537,993,573 in the October 2026 data, up 1532%.

Total employees: 22 in October 2021 and 161 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. September 2026
   • No longer lists the business name Legatum Group.
   • Added the business name Stewardship Advisory Group.
   • Updated its list of owners and control persons (Schedule A).
2. May 2026
   • Updated its list of owners and control persons (Schedule A).
3. April 2026
   • Employees performing advisory functions went from 57 to 74.
   • Regulatory assets under management went from $2,610,953,335 to $3,537,993,573 (+36%).
4. January 2026
   • Added the business name Ascension Wealth Management.
   • Added an office in Allentown, PA.
   • Added an office in Raleigh, NC.
5. December 2025
   • Registered or notice-filed in IA, LA, MO, MS, OK, UT, WV.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.