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Charles Davis Mobley

Advisor at OneAscent Financial Services LLC — Huntsville, AL

Updated today

Credentials

Series 65

Experience

1 year

Location

Huntsville, AL 35802

OneAscent Financial Services LLC logo

OneAscent Financial Services LLC

Multi-team

Total advisors

75

Across 42 offices

Clients per advisor

68 High

Avg AUM per client

$589,892 Typical

HNW client ratio

16% Typical

About

Charles Mobley is a financial advisor at OneAscent Financial Services LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at The Albany Group, Kanakuk, and Caroline's Cakes. He also has a background in education, having worked in middle and high schools and attended Samford University. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers various asset management and financial planning services through individualized strategies and multiple platforms, including outsourced CIO and CCO services.

Client services

Based on OneAscent Financial Services LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Consulting

Expertise

Based on OneAscent Financial Services LLC

Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Real estate investing

Occupation focus

Based on OneAscent Financial Services LLC

Executive

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Fee options

Fixed

Fixed fees for financial planning typically range from $0 to $15,000 per project or quarter, with extremes up to $100,000+; financial consulting fixed fees typically range from $500 to $4,000 per annum; asset management may also be done on a flat fee basis between $1,000 and $100,000 per annum; tax preparation fees are fixed but negotiated case-by-case; back-office services fees can be flat or hourly.

Percentage

$0+: 0.50% to 2.00% per annum for Unified Managed Accounts (UMAs) and Asset Management for Non-UMA Clients $0+: 0.50% to 1.00% per annum for Asset Management of Held Away Accounts $0+: 0.50% to 2.00% per annum for Asset Management of Fee Based Annuities and Insurance

Commissions

Certain professionals registered as broker-dealer representatives receive customary commissions on sales of various securities including insurance products; commissions are not offset against advisory fees.

Project-based

Financial planning hourly fees typically range from $125 to $500 per hour.

Other

Minimum fee: Flat fees typically range between $1,000 and $100,000 per annum for asset management; financial planning fixed fees typically range between $0 and $15,000, with special cases over $100,000; financial consulting fixed fees typically range between $500 and $4,000 per annum. Fee-only: Financial planning fees can be hourly or fixed fee, with hourly charges between $125 and $500 per hour. Fixed fees typically range from $0 to $15,000, sometimes higher.

Location

See office

Huntsville, AL

110 Lily Flagg Rd SW

Huntsville AL 35802

Advisors at this office

1

Most active in

Alabama

Work history

1 year of industry experience

OneAscent Financial Services, LLC

2025 - Present • 1 year

Birmingham, AL

The Albany Group

2024 - 2024 • 1 year

Decatur, AL

Kanakuk

2023 - 2023 • 1 year

Lampe, MO

Kanakuk

2022 - 2022 • 1 year

Lampe, MO

Caroline's Cakes

2021 - 2021 • 1 year

Spartanburg, SC

Samford University

2021 - 2025 • 4 years

Birmingham, AL

Blue Ridge Cabinetworks

2021 - 2021 • 1 year

Spartanburg, SC

Middle School/High School

2015 - 2021 • 6 years

Spartanburg, SC

Disclosures

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

Business activities & affiliations

Henry C

CFP®, Series 7, Series 66

Huntsville, AL

Keel Point, LLC

Henry is a CERTIFIED FINANCIAL PLANNER® professional and Wealth Advisor at Keel Point who believes the best financial planning happens through real relationships. He works with pre-retirees, retirees, and young professionals who want to feel confident about where they are headed and why, bringing clarity and purpose to some of life’s most important decisions. With a background in comprehensive financial planning across retirement, tax, insurance, investment, and estate planning, Henry makes complex topics approachable without ever losing sight of the person behind the plan. Before entering financial planning, Henry worked as a broadcast engineer for Auburn Athletics, facilitating more than 300 live broadcasts on ESPN and the SEC Network. He holds a Master of Business Administration and a Bachelor of Arts in Media Studies, both from Auburn University. Outside of work, Henry founded Rocket City Fellowship, a community for young men in Huntsville, and served with Young Life for over a decade, including leadership roles at Frontier Ranch and Auburn High School. He serves on the Auburn University Harbert College of Business Young Alumni Council and is a graduate of Leadership Greater Huntsville Connect Class 27. Originally from Memphis, Tennessee, Henry now lives in Huntsville with his wife Lizzie and their black lab, Sage.

Wealth management General retirement planning General tax planning Multi-generational wealth transfer Life insurance needs analysis Retired Government Employee Doctor or Medical Professional Engineering Professional Retired Approaching retirement Mid-Career Professionals Career Changers HENRY (High Earners, Not Rich Yet)

Drew C

Series 66, Series 7

Huntsville, AL

Keel Point, LLC

Drew Chapman serves as a Senior Wealth Advisor at Keel Point, where he focuses on helping families as well as federal government executives through complex retirement and investment strategies. With over a decade of financial planning experience, Drew brings clarity and confidence to clients navigating TSP, FERS, and CSRS benefits, as well as executive compensation and early retirement offers (VERA/VSIP). He is passionate about helping families align their financial decisions with their personal values, long-term goals, and legacy planning needs. Drew takes a comprehensive and relational approach, integrating retirement planning, tax efficiency, and multi-generational planning to help clients harness wealth to live with peace and purpose. Before joining Keel Point, Drew honed his expertise at both boutique advisory firms and national financial institutions. He holds a degree in Economics and Finance from Auburn University and is a Certified Kingdom Advisor (CKA). Drew is also a trusted resource within the federal employee community, frequently presenting classes on retirement readiness and financial wellness. Outside the office, Drew enjoys time with his wife and daughter, friends, reading, mentoring young professionals, and spending time outdoors—especially on the golf course.

General retirement planning General tax planning Charitable giving & philanthropy Retirement income strategy Private / alternative investments Government Employee Independent Contractor Military & Veterans Founder/Business Owner Retired Approaching retirement Retired Widow/Widower Christian Faith Based Religious/faith focused
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Brian S

CFA®

Huntsville, AL

Capital Stewards, LLC

Brian Seay is a CFA® and the sole advisor at Capital Stewards, LLC in Huntsville, AL, with five years of industry experience. Prior to founding Capital Stewards in 2021, he worked at Truist Bank for four years and Accenture for two years. Capital Stewards, LLC provides ongoing portfolio management and financial planning primarily for individual and high-net-worth households, as well as pension plans and charitable organizations. The firm’s investment process combines fundamental analysis, modern portfolio theory, and quantitative methods, utilizing a range of investment vehicles including mutual funds, ETFs, fixed income, real estate funds, and alternative investments.

Options & derivatives strategies Private / alternative investments Annuities Concentrated stock management
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Paul L

Series 65

Huntsville, AL

Lamont Trading Advisors, Inc.

Paul Lamont is the principal of Lamont Trading Advisors, Inc. in Huntsville, AL, with 20 years of industry experience. He holds a Series 65 designation and has managed his advisory firm since 2005. Prior to founding the firm, he spent eight years at Eureka Cattle Company, Inc. Lamont Trading Advisors provides investment advice, account management, and financial consultation to individuals, corporations, trusts, and pension plans. The firm offers two managed account programs focused on short-term U.S. Treasury bills and actively managed bear market strategies, combining charting, cyclical, fundamental, and technical analysis with discretionary trading authority.

Active portfolio management
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Kenneth C

ChFC®, Series 63

Huntsville, AL

KG Consulting Group, Inc.

Kenneth Cantley is a financial advisor with KG Consulting Group, Inc. in Huntsville, AL. He holds the ChFC® designation and a Series 63 license and has 10 years of industry experience. Prior to founding KG Consulting Group in 2015, he engaged in general insurance sales on an occasional basis. KG Consulting Group, Inc. provides investment advisory and financial planning services to individuals, corporations, and employee benefit plans. The firm manages approximately $10.8 million across about 15 clients, offering portfolio management, financial planning, and pension consulting, including participant enrollment support and educational seminars.

Retirement income strategy Annuities Wealth management
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Erik B

Series 65

Huntsville, AL

LifeFirst Wealth, LLC

Erik Buatte is a financial advisor at LifeFirst Wealth, LLC in Huntsville, AL, holding a Series 65 credential with two years of industry experience. His work history includes roles at AI Signal Research, Inc., Astrion, Longview Financial Advisors, Inc., and ERC, Inc. LifeFirst Wealth serves individual clients with comprehensive financial planning and portfolio management, as well as an employer-facing workplace financial wellness service called the Compass Program. The firm uses a combination of modern portfolio theory, fundamental and technical analysis, and both passive and active strategies to develop individualized investment policies, typically managing accounts on a discretionary basis through a digital institutional custodian platform.

Business sale tax planning Debt management Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy
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