OneAscent Family Offices
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
OneAscent Family Office provides investment advisory and family office services to high‑net‑worth individuals, trusts, pension and profit‑sharing plans, and other entities, offering discretionary and non‑discretionary asset management, financial planning, and a suite of family office services. The firm also facilitates unified managed accounts through its advisory affiliate OneAscent Investment Solutions (OAIS) and can implement fee‑based annuity and insurance options and donor‑advised fund access for clients.
Portfolios are managed to individualized asset‑allocation guidelines and may be implemented directly or through third‑party managers, UMAs and overlay managers; OAFO uses overlay providers Adhesion and GeoWealth and offers an optional tax‑overlay service via Adhesion. OneAscent also provides outsourced Chief Investment Officer solutions to advisor teams, monitors transitions (including held‑away accounts via order management systems), and reviews managers and strategies on an ongoing basis.
Distinctive features include multiple affiliated OneAscent entities — including OAIS, OneAscent Wealth Management, OneAscent Financial Services, and OneAscent Capital — and the firm’s role as sponsor/manager of private funds and registered funds managed by OAIS, matters the brochure discloses as potential conflicts of interest. The firm also discloses that certain professionals are licensed insurance agents, facilitates philanthropic and donor‑advised fund services through OneGive/CharityVest and a faith‑based giving affiliate, and operates across multiple offices while managing approximately $544 million in assets.
Client services
Expertise
Fee options
Financial planning fixed fees typically from $0 to $15,000, can be greater than $100,000 in special circumstances; asset management flat fees between $1,000 and $100,000 per annum (limited circumstances); family office fixed fees range from $0 to $35,000, can be greater than $100,000 in special circumstances.
$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 for Non-UMA Clients $0+: 0.50% to 2.00% per annum (negotiable) for asset management for Held Away Accounts $0+: 0.50% to 2.00% per annum (negotiable) for asset management for fee based annuities and insurance $0+: 0.50% to 2.00% per annum (negotiable) for bundled annual rate in family office services
Hourly fees range from $125 to $500 per hour.
Fee-only: Financial planning fees can be hourly or fixed fee basis, or included with asset management services.
Main office
100 Grandview Place, Suite 200
Birmingham AL 35243, United States
Offices (3)
Most active in
Alabama · California · Colorado · Florida · New York · Ohio · South Carolina · Texas
Also doing business as
New City Family Office · Oneascent Family Office · Oneascent Family Office LLC · Oneascent Family Offices
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Joshua A
Series 65, Series 66
San Antonio, TX
OneAscent Family Offices
Joshua Arrington is a financial advisor at OneAscent Family Offices in San Antonio, TX, holding Series 65 and Series 66 licenses with nine years of industry experience. He previously worked at Archetype Wealth Partners LLC for five years and has additional experience at UBS Financial Services and Banc One Securities Corporation. Joshua also served at Grace Point Church for three years. OneAscent Family Office provides investment advisory and family office services to high-net-worth individuals, trusts, pension and profit-sharing plans, and other entities. The firm offers customized asset management, financial planning, unified managed accounts, and a range of family office services, managing portfolios through direct investment or third-party managers.
Larry J
Series 65
Golden, CO
OneAscent Family Offices
Larry Jones is a financial advisor at OneAscent Family Offices with Series 65 credentials and two years of industry experience. He has served as a consultant on legal matters and business strategy for Pushplay Holdings, Limited, a company specializing in donation and live streaming software, since 2010. Prior to joining OneAscent, he worked at Corepoint Health. OneAscent Family Office provides investment advisory and family office services to high-net-worth individuals, trusts, pension and profit-sharing plans, and other entities. The firm offers discretionary and non-discretionary asset management, financial planning, and a range of family office services, utilizing individualized asset allocation and multiple affiliated entities to support client needs.
Philip S
Series 63, Series 65
Marco Island, FL
OneAscent Family Offices
Philip Shaffer is a financial advisor at OneAscent Family Offices with Series 63 and Series 65 credentials and 45 years of industry experience. Prior to joining OneAscent in 2024, he worked at Hamilton Capital Management, Inc. and Morgan Stanley, among other firms. OneAscent Family Office provides investment advisory and family office services primarily to high-net-worth individuals and institutional clients. The firm offers customized asset management, financial planning, and family office solutions, utilizing multiple affiliated entities and various third-party managers to implement client portfolios.
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