OneAscent
Financial Services
Birmingham, Al, United States
21 employees
- Employees
- 21
- Contacts
- 4
- Emails
- 4
- Phones
- 1
OneAscent Overview
- Headquarters
- Birmingham, Al, United States
- Website
- oneascent.com
- Industry
- Financial Services
- Employees
- 21
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About OneAscent
OneAscent is a family of companies committed to delivering Kingdom class financial solutions to advisors and investors. OneAscent Wealth Management, OneAscent Financial Services, and OneAscent Investment Solutions each make a positive impact and bless humanity through values-based investing. All are driven by our mission to help stewards thrive in life and legacy, each with its own vision to accomplish this end. Investment advisory services offered through OneAscent Wealth Management, LLC (“OAWM”), OneAscent Financial Services, LLC (“OAFS”), OneAscent Investment Solutions, LLC (“OAIS”), OneAscent Capital, LLC (“OAC”), and OneAscent Family Office, LLC (“OAFO”), investment advisers registered with the United States Securities and Exchange Commission. OAWM, OAFS, OAIS, OAC, and OAFO may only transact business in those states in which they are registered or qualify for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to their investment advisory services. Accordingly, publication of this website on the internet should not be construed by any consumer and/or prospective client as OAWM's, OAFS's, OAIS's, OAC's, and OAFO's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by OAWM, OAFS, OAIS, OAC, and OAFO with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
OneAscent Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 1
- 25.0% coverage
OneAscent Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Matthew Moses, Cap® | VP, Operational Consulting | Maumee, Ohio, United States |
Email
Phone
|
| Phil Shaffer Cima | Director of Institutional Services @ | Naples, Florida, United States |
Email
|
| Jennifer Rogers | Director of Advisor Operations | Maumee, Ohio, United States |
Email
|
| Brian Church | Founder, CEO at Advisory Dna, Best | Nashville Metropolitan Area, United States |
Email
|
Employees by Management Level
Director
3 profiles
Associate / junior
2 profiles
Executive
1 profile
VP / Head
1 profile
Manager
1 profile
Senior / Lead
1 profile
Individual contributor
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 3 | 3 | 2 |
| General | 1 | 1 | 1 |
| Finance | 1 | 1 | 1 |
| Sales | 1 | 1 | 0 |
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