Oneascent Wealth Management

CRD 308057 · Birmingham, AL · $475.6M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 308057
SEC number: 801-118682
Firm type: RIA
Assets under management: $475.6M as of Apr 28, 2026
Website: www.oneascent.com ↗
Phone: 205-313-9142
Address: 23 Inverness Center Parkway, Birmingham, AL, 35242

Advisors at this firm

7 in our index · page 1 of 1

Gary Chadwick HarrisonCRD 7491400 · Birmingham, AL

IA Registered
Samuel James JaureguiCRD 8123876 · Birmingham, AL

IA Registered
Michael Chandler KeyCRD 8128173 · Birmingham, AL

IA Registered
Robert Hays LatimerCRD 4890419 · Birmingham, AL

IA RegisteredRegistration inactive
Faustino Theodore MunozCRD 7458499 · Pensacola, FL

IA RegisteredRegistration inactive
Martin Nicole SmithCRD 5694652 · Birmingham, AL

IA Registered
Mark Lee TevebaughCRD 1567001 · Indian Harbor Beach, FL

IA RegisteredRegistration inactive

Disclosure event(s) on record

Source & corrections

Where this page comes from

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