Data / Investment advisers / Alabama / Oneascent Capital
Oneascent Capital, Birmingham, AL: $55.6 million AUM, SEC registered investment adviser
Oneascent Capital is an SEC registered investment adviser with its main office in Birmingham, Alabama and reports $55.6 million in regulatory assets under management in its Form ADV filed March 19, 2026. Its clients include investment companies and pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 2 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 323220
- SEC file number
- 801-126729
- SEC status
- Approved, effective October 13, 2022
- Legal name
- Oneascent Capital LLC
- Main office
- 23 Inverness Center Pkwy, Birmingham, AL 35242
- Phone
- (205) 847-1343
- Website
- oneascent.com
- Regulatory AUM
- $55,629,669 in the Form ADV filed March 19, 2026
- Discretionary AUM
- $55,629,669
- Accounts
- 3
- Employees
- 1, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 2: 2 other private funds
- Gross assets of private funds
- $24,100,000
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- March 19, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $31.5 million |
| Pooled investment vehicles | 2 | $24.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $55.6 million | March 19, 2026 |
| December 1, 2025 | $26.3 million | October 7, 2025 |
Other advisers in Birmingham
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Greybox Investments | Birmingham | $176.7 million | Not listed | adviserinfo.sec.gov |
| Featheringill Capital, LLC | Birmingham | $142.9 million | 6 | adviserinfo.sec.gov |
| BHK Securities, LLC | Birmingham | $128.4 million | Not listed | adviserinfo.sec.gov |
| Abacus Investments LLC | Birmingham | $105.9 million | 1 | adviserinfo.sec.gov |
| McKinney Capital, LLC | Birmingham | $91 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Birmingham, AL
- Investment advisers in Alabama
- Advisers with $50 million to $100 million in AUM
- Advisers serving investment companies
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Oneascent Capital on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.