Greenville, SC Augusta Street Office
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OneAscent Financial Services LLC
Multi-team
Firm-wide stats for OneAscent Financial Services LLC
About
OneAscent Financial Services LLC is a multi‑team registered investment adviser that serves individuals (including high‑net‑worth clients), retirement plans, trusts, broker/dealers’ customers, and other institutions through multiple advisory teams. The firm offers discretionary and non‑discretionary asset management, financial planning, Unified Managed Account solutions, consulting, and back‑office support for other RIAs.
Investment programs are implemented using individualized asset‑allocation guidelines and may be managed directly by advisor teams or through model‑based and UMA platforms; the firm uses overlay managers (including Adhesion and GeoWealth), offers a tax‑overlay option, and makes use of automated programs such as Schwab’s Institutional Intelligent Portfolios. OneAscent also provides outsourced CIO and outsourced CCO services and monitors third‑party managers it recommends.
Several features disclosed in the brochure are uncommon for peers: certain professionals can arrange tax preparation and accounting services for clients, some advisors are registered representatives of Purshe Kaplan Sterling Investments, Inc. (PKS) and can effect broker‑dealer transactions, and some are licensed insurance agents who may sell annuities and insurance. The firm also integrates donor‑advised fund technology (OneGive/CharityVest), operates an affiliated investment manager and private funds, and discloses the resulting conflicts of interest for clients to review.
Based on OneAscent Financial Services LLC
Expertise
Based on OneAscent Financial Services LLC
Location
21 Augusta Street
Greenville SC 29601
Advisors at this office
3
Advisors at this office
Arlen R
Series 63, Series 65
Greenville, SC
OneAscent Financial Services LLC
Arlen Royalty is a financial advisor at OneAscent Financial Services LLC with Series 63 and Series 65 credentials and three years of industry experience. He previously worked at The Nalls Sherbakoff Group, LLC and has a background that includes service in the U.S. Army. In addition to his advisory role, he owns and serves as the primary consultant for Whitestone Morgan, LLC, a business consulting firm focused on organizational design and development. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions through various advisory teams. The firm offers customized asset management, financial planning, and consulting services, utilizing both advisor-driven and model-based investment strategies.
Robert A
Series 65
Greenville, SC
OneAscent Financial Services LLC
Robert Allamon is a financial advisor at OneAscent Financial Services LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Brookstone Wealth Advisors, RR Financial Advisors, AE Wealth Management, Lord and Richards, and Brookstone Capital Management. He is also involved as a title agent with E4 Insurance Services. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers asset management, financial planning, Unified Managed Account solutions, and consulting, utilizing both advisor-managed and model-based investment programs with features such as tax overlays and outsourced CIO services.
Joseph K
Series 65
Greenville, SC
OneAscent Financial Services LLC
Joseph Kuckel is a financial advisor with OneAscent Financial Services LLC in Greenville, SC. He holds a Series 65 designation and has been with OneAscent since 2024. Prior to his advisory role, he worked at Monster Ballroom and Cracker Barrel and has experience in education at the middle and high school levels. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers customized asset management, financial planning, and consulting services, utilizing model-based platforms and overlay managers.
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