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ONEASCENT FAMILY OFFICES

BIRMINGHAM, AL · CRD 323305 · IAPD ↗ · (205) 313-9142

$544.5MRegulatory AUM
10Advisory reps
14Employees
0Clients
1-10Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
May 2026 — ONEASCENT FAMILY OFFICES changed its website from sovereignfamilyoffice.co to oneascent.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
April 2026 — ONEASCENT FAMILY OFFICES added office(s): 6 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — ONEASCENT FAMILY OFFICES crossed $500M in regulatory AUM ($360.2M -> $544.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
72
April 2026 — ONEASCENT FAMILY OFFICES grew from 6 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
December 2025 — ONEASCENT FAMILY OFFICES notice-filed in CA, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2025 — ONEASCENT FAMILY OFFICES added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2025 — ONEASCENT FAMILY OFFICES added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
72
April 2025 — ONEASCENT FAMILY OFFICES grew from 2 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
73
April 2025 — ONEASCENT FAMILY OFFICES reported RAUM up 284% ($93.8M -> $360.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
November 2024 — ONEASCENT FAMILY OFFICES added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
September 2024 — ONEASCENT FAMILY OFFICES notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
September 2024 — ONEASCENT FAMILY OFFICES added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
46
May 2024 — ONEASCENT FAMILY OFFICES notice-filed in CO, FL, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
May 2024 — ONEASCENT FAMILY OFFICES added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2024 — ONEASCENT FAMILY OFFICES reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2024 — ONEASCENT FAMILY OFFICES now reports custody of client assets ($18.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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