Assets Under Management

$26.3M

Number of Clients

4

Number of Advisors

2

Average Client AUM

$6.6M

AUM per Advisor

$13.2M

Compensation

Fee-Only (AUM)

About This Firm

OneAscent Capital LLC provides investment advisory services to pooled investment vehicles and a registered investment company, focusing on private investments aligned with faith-based values. They manage the OneAscent Capital Opportunities Fund (Interval Fund) and the OneAscent Capital Impact Fund I, LP (Flagship Fund), among others. Investors have no opportunity to select investments.

Fee Structure

Financial Planning:Investment management only
Areas of Practice
Investment ManagementSocially Responsible Investing
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Location

23 Inverness Center Pkwy, Birmingham, AL, 35242

2 Advisors at this firm

Oneascent Capital | TrueAdvisor