Oneascent Family Offices

CRD 323305 · Birmingham, AL · $544.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 323305
SEC number: 801-126924
Firm type: RIA
Assets under management: $544.5M as of Apr 28, 2026
Website: oneascent.com ↗
Phone: (205) 313-9142
Address: 23 Inverness Center Parkway, Birmingham, AL, 35242

Advisors at this firm

6 in our index · page 1 of 1

Joshua Shane ArringtonCRD 4226207 · San Antonio, TX

IA Registered
Justin Charles CramerCRD 5968671 · Myrtle Beach, SC

IA RegisteredRegistration inactive

Disclosure event(s) on record
Larry Collin JonesCRD 7974535 · Golden, CO

IA Registered
Randall Heath MorrisCRD 4437994 · Birmingham, AL

IA RegisteredRegistration inactive

Disclosure event(s) on record
Philip Carl ShafferCRD 716363 · Westerville, OH

IA RegisteredRegistration inactive

Disclosure event(s) on record
Yohaan Varghese GeorgeCRD 8193526 · Myrtle Beach, SC

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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