Oneascent Wealth Management

Oneascent Wealth Management (CRD# 308057) is a financial advisory firm headquartered in Birmingham, AL. They manage $520,942,904 in 2,462 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
23 Inverness Center Parkway, Birmingham, AL 35242
https://www.oneascentwealth.com/locations/columbia-tn/
By the Numbers
  • Total Assets Under Management
    521
    MILLION
  • Total Number of Accounts
    2,462
    ACCOUNTS
  • Average Account Value
    $211,593
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, FL, GA, KY, LA, MS, NC, PA, SC, TN, TX

Financial Advisors at Oneascent Wealth Management
Showing 1 - 7 of 7 top financial advisors.
1
Justin Cramer, financial advisor Myrtle Beach SC
Justin C. Cramer
CRD#: 5968671
Myrtle Beach, SC

Justin Cramer (CRD# 5968671) is an Investment Advisor Representative working at Oneascent Wealth Management in Myrtle Beach, SC and has over 12 years of experience in the finance industry.

2
Donna Jordan, financial advisor Pensacola FL
Donna K. Jordan
CRD#: 1248379
625 East Romana Street, Pensacola, FL 32502

Donna Jordan (CRD# 1248379) is an Investment Advisor Representative working at Oneascent Wealth Management in Pensacola, FL and has 1 year of experience in the finance industry.

3
Robert Latimer, financial advisor Birmingham AL
Robert H. Latimer
CRD#: 4890419
23 Inverness Center Parkway, Birmingham, AL 35242

Robert Latimer (CRD# 4890419) is an Investment Advisor Representative working at Oneascent Wealth Management in Birmingham, AL and has over 19 years of experience in the finance industry.

4
Randall Morris, financial advisor Birmingham AL
Randall H. Morris
CRD#: 4437994
23 Inverness Center Parkway, Birmingham, AL 35242

Randall Morris (CRD# 4437994) is an Investment Advisor Representative working at Oneascent Wealth Management in Birmingham, AL and has over 22 years of experience in the finance industry.

5
Brent Whiddon, financial advisor Birmingham AL
Brent W. Whiddon
CRD#: 2567830
23 Inverness Center Parkway, Birmingham, AL 35242

Brent Whiddon (CRD# 2567830) is an Investment Advisor Representative working at Oneascent Wealth Management in Birmingham, AL and has over 29 years of experience in the finance industry.

6
Gary Harrison, financial advisor Birmingham AL
Gary C. Harrison
CRD#: 7491400
23 Inverness Center Parkway, Birmingham, AL 35242

Gary Harrison (CRD# 7491400) is an Investment Advisor Representative working at Oneascent Wealth Management in Birmingham, AL and has over 2 years of experience in the finance industry.

7
David Hinshaw, financial advisor Birmingham AL
David A. Hinshaw
CRD#: 7334258
23 Inverness Center Parkway, Birmingham, AL 35242

David Hinshaw (CRD# 7334258) is an Investment Advisor Representative working at Oneascent Wealth Management in Birmingham, AL and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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