# Oneascent Wealth Management

> Oneascent Wealth Management is an SEC-registered investment advisory firm in Birmingham, AL, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 14, 2026.

- CRD: 308057
- Filed as: ONEASCENT WEALTH MANAGEMENT
- Legal name: Oneascent Wealth Management LLC
- Also doing business as: SOVEREIGN 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/308057
- AdvisorCensus page: https://advisorcensus.com/firm/oneascent-wealth-management-birmingham-al-308057

## Quick answers

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

**What does Oneascent Wealth Management's brochure say about its fees?**
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). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Oneascent Wealth Management located?**
Oneascent Wealth Management's principal office is in Birmingham, AL, according to its Form ADV; the September 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Oneascent Wealth Management registered with the SEC or a state?**
Oneascent Wealth Management is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 308057.

**How much does Oneascent Wealth Management manage?**
Oneascent Wealth Management reports $475,574,303 in regulatory assets under management in its Form ADV filing dated August 14, 2026 (98% discretionary).

**How have Oneascent Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Oneascent Wealth Management: Regulatory assets under management: $264,996,592 in the October 2021 data and $475,574,303 in the October 2026 data, up 79%. Total employees: 12 in October 2021 and 23 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Oneascent Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (790); high net worth individuals (126); charitable organizations (6).

**Which custodians does Oneascent Wealth Management use?**
Oneascent Wealth Management's 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 Wealth Management 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/308057

**What changed in Oneascent Wealth Management's 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 OneAscent.

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: $475,574,303
- Discretionary: $466,111,444
- Non-discretionary: $9,462,859

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 790 | $193,710,428 |
| High net worth individuals | 126 | $261,549,164 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,502,610 |
| Charitable organizations | 6 | $9,597,089 |
| Corporations or other businesses not listed above | 5 | $9,215,012 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 23 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CA, CO, FL, GA, KY, LA, MD, MS, NC, OH, PA, SC, TN, TX, VA, WV
- 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
- Indian Harbor Beach, FL
- Myrtle Beach, SC
- Pensacola, FL

### Websites listed on Form ADV (Item 1.I)
- oneascent.com
- sovereignfamilyoffice.co
- Facebook @oneascent
- Facebook @oneascentwealth
- LinkedIn @oneascentwealth
- LinkedIn @oneascent
- YouTube @SovereignFamilyOffice
- YouTube @UCnVUDBS7t1kOvmyVIFHKMWA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $264,996,592 | 12 | May 11, 2021 |
| October 2022 | $384,527,747 | 30 | September 23, 2022 |
| October 2023 | $470,673,074 | 37 | September 8, 2023 |
| October 2024 | $520,942,904 | 32 | April 25, 2024 |
| October 2025 | $431,684,302 | 24 | May 12, 2025 |
| October 2026 | $475,574,303 | 23 | August 14, 2026 |

Regulatory assets under management: $264,996,592 in the October 2021 data and $475,574,303 in the October 2026 data, up 79%.
Total employees: 12 in October 2021 and 23 in October 2026.

## Changes in the filing (last 12 months)

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

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

### April 2026
- Employees performing advisory functions went from 9 to 12.
- Regulatory assets under management went from $431,684,302 to $475,574,303 (+10%).
- Changed its office addresses in Pensacola, FL.
- No longer lists an office in Columbia, TN.

### January 2026
- Registered or notice-filed in VA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oneascent Wealth Management (CRD 308057): Form ADV filing data as of October 2026.