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ONEASCENT FINANCIAL SERVICES LLC

BIRMINGHAM, AL · CRD 284549 · IAPD ↗ · 205-313-9142

$3.54BRegulatory AUM
74Advisory reps
161Employees
15Clients
251-500Planning clients
0Private funds
43States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2026 — ONEASCENT FINANCIAL SERVICES LLC reported RAUM up 36% ($2.61B -> $3.54B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2026 — ONEASCENT FINANCIAL SERVICES LLC grew from 57 to 74 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
December 2025 — ONEASCENT FINANCIAL SERVICES LLC added office(s): 34 -> 35 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
December 2025 — ONEASCENT FINANCIAL SERVICES LLC notice-filed in IA, LA, MO, MS, OK, UT, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
July 2025 — ONEASCENT FINANCIAL SERVICES LLC added office(s): 33 -> 34 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
May 2025 — ONEASCENT FINANCIAL SERVICES LLC added office(s): 32 -> 33 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
69
April 2025 — ONEASCENT FINANCIAL SERVICES LLC reported RAUM up 46% ($1.79B -> $2.61B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2025 — ONEASCENT FINANCIAL SERVICES LLC grew from 39 to 57 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
30
January 2025 — ONEASCENT FINANCIAL SERVICES LLC changed its website from navigator-financial.com to adventurefinancial.net.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
January 2025 — ONEASCENT FINANCIAL SERVICES LLC added office(s): 31 -> 32 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
November 2024 — ONEASCENT FINANCIAL SERVICES LLC added office(s): 30 -> 31 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
October 2024 — ONEASCENT FINANCIAL SERVICES LLC added office(s): 29 -> 30 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
September 2024 — ONEASCENT FINANCIAL SERVICES LLC notice-filed in MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
September 2024 — ONEASCENT FINANCIAL SERVICES LLC added office(s): 27 -> 29 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
30
June 2024 — ONEASCENT FINANCIAL SERVICES LLC changed its website from anthemwealthadvisors.com to zahoranski.oneascent.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
June 2024 — ONEASCENT FINANCIAL SERVICES LLC added office(s): 26 -> 27 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
May 2024 — ONEASCENT FINANCIAL SERVICES LLC notice-filed in AR, KS, KY, MD, ME, ND, SD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
84
April 2024 — ONEASCENT FINANCIAL SERVICES LLC grew from 25 to 39 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2024 — ONEASCENT FINANCIAL SERVICES LLC crossed $1B in regulatory AUM ($456.4M -> $1.79B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
28
February 2024 — ONEASCENT FINANCIAL SERVICES LLC changed its website from providencefa.com to anthemwealthadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.