Brian Watson is a CFA-designated registered investment advisor at Oneascent Capital, based in Birmingham, AL. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments. Their firm serves 4 clients with $26M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneAscent Capital manages several funds, each with its own fee structure:
- Flagship Fund: Investors pay a management fee of 1.0% of committed capital related to investments in other investment funds and an additional 1.0% on committed capital related to direct investments. After a 7.0% preferred return, investors pay a 10% performance-based fee on investments in other investment funds and a 20% performance-based fee on direct investments.
- Interval Fund: Investors pay a management fee of 1.5% of the value of the assets in the fund.
- Evergreen: Investors pay a management fee of 1% annually of the fair market value of its investments. Investors will also pay a 10% performance-based fee on the appreciation of their capital account during the year, but only if the net capital appreciation exceeds any net capital depreciation accumulated in prior years.
Location
23 Iverness Parkway, Suite 100, Birmingham, AL, 35242
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian is the principal of The C=C Bond Group, LLC, a business consulting firm, since 2014. This activity is not investment-related.
Employment History
Current Registrations
Oneascent Investment Solutions, LLC
Oneascent Capital
State Registrations1 state
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