TrueAdvisor
TrueAdvisor
JA
JA

Joshua Shane Arrington

Oneascent Family Offices
8 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningRetirement PlanningHigh Net Worth
Oneascent Family Offices
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
43 clients
Average Client Portfolio
$8.4M average
Assets Under Management
$360.2M

Fee Structure

Location

10401 West Interstate 10, Suite 119, San Antonio, TX, 78230

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Oneascent Family Offices
March 2025 - Present · 11 mos
Oneascent Financial Services LLC
September 2024 - Present · 1 yr 5 mos
Previous Registrations
Arkos Global Advisors, LLC
January 2020 - June 2024 · 4 yrs 5 mos
Banc One Securities Corporation
March 2004 - May 2004 · 2 mos
UBS Painewebber INC.
October 2000 - April 2003 · 2 yrs 6 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.