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ONEASCENT INVESTMENT SOLUTIONS, LLC

BIRMINGHAM, AL · CRD 285512 · IAPD ↗ · 2053139142

$987.2MRegulatory AUM
9Advisory reps
27Employees
0Clients
n/aPlanning clients
0Private funds
1States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2026 — ONEASCENT INVESTMENT SOLUTIONS, LLC reported RAUM up 54% ($639.8M -> $987.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — ONEASCENT INVESTMENT SOLUTIONS, LLC crossed $500M in regulatory AUM ($457.2M -> $639.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
67
April 2024 — ONEASCENT INVESTMENT SOLUTIONS, LLC reported RAUM up 46% ($313.6M -> $457.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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