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ONEASCENT CAPITAL

BIRMINGHAM, AL · CRD 323220 · IAPD ↗ · oneascent.com · 2058471343

$55.6MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
2Private funds
1States
1Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — ONEASCENT CAPITAL reported RAUM up 111% ($26.3M -> $55.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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