Madisonville, KY 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
329 North Main Street
Madisonville KY 42431
Advisors at this office
2
Advisors at this office
Seth F
Series 66
Madisonville, KY
OneAscent Financial Services LLC
Seth Franklin is a financial advisor at OneAscent Financial Services LLC with five years of industry experience. He holds a Series 66 designation and has worked at Private Advisor Group, Franklin Financial Group, LPL Financial, and US Bank. He is also an insurance agent and a registered representative of Purshe Kaplan Sterling Investments, Inc. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and other institutions. The firm offers a range of asset management, financial planning, and consulting services through both advisor-led and model-based platforms, including tax-overlay and outsourced CIO services.
Randall F
CFP®, PFS™, Series 63
Madisonville, KY
OneAscent Financial Services LLC
Randall Franklin is a CFP® and PFS™ with 20 years of industry experience. He is currently with OneAscent Financial Services LLC and has previously worked at Purshe Kaplan Sterling Investments, Private Advisor Group, LPL Financial, and Franklin Certified Public Accountants, Inc. He serves as treasurer for Immanuel Baptist Church and is a board member of the KY Society CPA PAC Committee. 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, and consulting services, utilizing customized asset allocations and a range of platforms including model-based and Unified Managed Account solutions.
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