ONEASCENT FINANCIAL SERVICES LLC

https://sovereign.oneascent.com/ BIRMINGHAM, AL Investment Advisor How do I update this listing?

Oneascent Financial Services is based out of Birmingham. Oneascent Financial Services is a large advisory firm with 668 clients and discretionary assets under management (AUM) of $278,454,349 (Form ADV from 2019-07-19). Their last reported 13F filing for Q2 2019 included $146,004,000 in managed 13F securities and a top 10 holdings concentration of 48.28%. Oneascent Financial Services's largest holding is Vanguard Mortgage-Backed Securities ETF with shares held of 433,302. Whalewisdom has at least 1 13F filings

Download 13F Summary to Excel Create Email Alert

06/30/2019

Top Sells

  • Name% Change

06/30/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: 0.17%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted
Click here to report any possible errors with this listing.
13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

ONEASCENT FINANCIAL SERVICES LLC
23 INVERNESS PARKWAY
BIRMINGHAM AL    35242
Country: United States

Business Phone: 205-313-9142
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 22
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 158,204,000
Total Number of Clients: 668
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

Elevate your investments