Myrtle Beach, SC Office

OneAscent Wealth Management provides discretionary and non‑discretionary investment management, financial planning, and consulting services to individuals, high‑net‑worth clients, retirement plans, trusts, and other institutions. The firm also supports pooled retirement plan work and offers Unified Managed Account (UMA) access, along with implementation options that can include fee‑based annuities and insurance products.

Portfolios are managed to client‑specific asset allocation guidelines that combine direct securities, third‑party managers, and model portfolios; OneAscent uses quantitative and qualitative analysis and may employ overlay managers, tax‑overlay services, alternatives, options, and short sales where appropriate. The firm transitions accounts into chosen strategies, monitors holdings regularly, and can work through affiliated UMA infrastructure and third‑party managers to implement model and rebalancing decisions.

Compared with many peers, OneAscent operates an affiliated adviser and platform ecosystem — including an advisory affiliate that creates UMAs, a OneAscent Capital entity that sponsors private funds, and a separate entity providing back‑office services — and discloses related conflicts and mitigation procedures. It also has multiple offices for a firm of its team size, offers insurance‑licensed professionals and access to fee‑based insurance/annuity solutions, and integrates a donor‑advised fund platform option, all of which are identified as uncommon features in its regulatory disclosures.