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OneAscent Family Offices

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Client assets under management

$245,738,946

Clients

78

45% high-net-worth

Advisors

3

of 14 employees

Firm type

Team

5-30 advisors or >$500M in AUM

More info

Clients per advisor

26

Very Low

Average account size

$3,150,499

About

OneAscent Family Office provides investment advisory, financial planning, and comprehensive family office services to high‑net‑worth individuals and family clients. The firm, established in 2022, manages approximately $544 million in client assets through a team of four advisors and maintains multiple offices.

Portfolios are managed on either a discretionary or non‑discretionary basis with individualized asset‑allocation guidelines, the use of third‑party managers, and the option to allocate assets to Unified Managed Accounts created by its affiliate OneAscent Investment Solutions (OAIS). The firm also offers tax‑overlay services through an overlay manager (Adhesion), outsourced CIO solutions, and can manage held‑away accounts via third‑party technology platforms while delivering family governance, reporting, and project‑management services.

What distinguishes OneAscent from many peers is its integrated operating structure: several affiliated entities (including OAIS, OneAscent Wealth Management, and OneAscent Financial Services) and ownership interests in private funds through OneAscent Capital allow the firm to combine UMA, OCIO and fund‑sponsoring capabilities. The brochure also discloses that some professionals are separately licensed insurance agents and that the firm facilitates donor‑advised giving through OneGive/CharityVest, with these affiliations and related conflicts of interest addressed in its disclosures and Code of Ethics.

Client services

Financial planning Portfolio management Family office services

Expertise

Wealth management Charitable giving & philanthropy Business succession planning Retirement plans for business owners (SEP, solo 401k) Concentrated stock management

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Financial planning fixed fees typically $0 to $15,000, can be greater than $100,000; Asset management flat fees $1,000 to $100,000 per annum; Family office fixed fees $0 to $35,000, can be greater than $100,000

Percentage

$0+: 0.50% to 2.00% per annum (negotiable) for Unified Managed Accounts (UMA) $0+: 0.50% to 2.00% per annum (negotiable) for Asset Management Non-UMA Clients $0+: 0.50% to 2.00% per annum (negotiable) for Asset Management Held Away Accounts $0+: 0.50% to 2.00% per annum (negotiable) for Asset Management Fee Based Annuities and Insurance $0+: 0.50% to 2.00% per annum (negotiable) for Family Office Services Bundled Annual Rate Option

Project-based

Financial planning hourly fees from $125 to $500 per hour; Family office services hourly fees $125 to $500 per hour

Other

Fee-only: Financial planning hourly fees $125 to $500 per hour; Fixed fees typically $0 to $15,000, can exceed $100,000; Asset management flat fees $1,000 to $100,000 per annum; Family office fixed fees $0 to $35,000, can exceed $100,000; Fees negotiable

Main office location

OneAscent Family Offices

23 Inverness Center Parkway

Birmingham AL 35242, United States

Number of offices

9

Most active in

More info

Alabama · California · Colorado · Florida · New York · Ohio · South Carolina · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook Website (205) 313-9142

Advisors at this firm

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Larry J

Series 65

Golden, CO

OneAscent Family Offices

Larry Jones is a Series 65 licensed advisor at OneAscent Family Offices with one year of industry experience. Prior to joining OneAscent, he has served as a consultant for Pushplay Holdings, Limited, a donation and live streaming software company, where he advises on legal matters and business strategy. OneAscent Family Office provides investment advisory, financial planning, and comprehensive family office services to high-net-worth individuals and families. The firm utilizes individualized asset allocation and a combination of third-party managers and unified managed accounts, supported by an integrated operating structure with affiliated entities offering OCIO and fund-sponsoring capabilities.

Wealth management Charitable giving & philanthropy Business succession planning Retirement plans for business owners (SEP, solo 401k) Concentrated stock management Founder/Business Owner Executive
user avatar

Ryan H

CFP®, Series 65

Denver, CO

OneAscent Family Offices

Ryan Haley is a CFP® with one year of experience as a financial advisor at OneAscent Family Offices. He previously worked at Velerity Wealth and has been involved with Unbridled Wealth and Ameritas Life Insurance Corp since 2020. Outside of his advisory work, Haley is the founder of ABW LLC, a content creation platform focused on business and faith. OneAscent Family Office provides investment advisory, financial planning, and comprehensive family office services to high-net-worth individuals and families. The firm manages approximately $544 million in client assets, offering individualized asset allocation, third-party manager access, and integrated services through affiliated entities.

Wealth management Charitable giving & philanthropy Business succession planning Retirement plans for business owners (SEP, solo 401k) Concentrated stock management Founder/Business Owner Executive
user avatar

Philip S

Series 63, Series 65

Marco Island, FL

OneAscent Family Offices

Philip Shaffer is a financial advisor at OneAscent Family Offices with 45 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Hamilton Capital Management, Halite Partners, and Morgan Stanley. OneAscent Family Office provides investment advisory, financial planning, and comprehensive family office services to high-net-worth individuals and families. The firm manages approximately $544 million in client assets through a team of four advisors and offers customized asset allocation, third-party manager solutions, and integrated services including tax-overlays and family governance.

Wealth management Charitable giving & philanthropy Business succession planning Retirement plans for business owners (SEP, solo 401k) Concentrated stock management Founder/Business Owner Executive
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