Charles Davis Mobley
Investment Adviser Representative at Oneascent Financial Services LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Charles Davis Mobley is an investment adviser representative with Oneascent Financial Services LLC in Huntsville, AL, where they have been registered since 2025, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Alabama.
Registrations & licenses
- Investment adviser:
- Alabama
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- OneAscent Financial Services, LLCJul 2025 – no end date reportedBirmingham, AL
- Samford UniversityAug 2021 – May 2025Birmingham, AL
- The Albany GroupMay 2024 – May 2024Decatur, AL
- KanakukJun 2023 – Jul 2023Lampe, MO
- KanakukMay 2022 – Jun 2022Lampe, MO
- Caroline's CakesDec 2021 – Dec 2021Spartanburg, SC
- Blue Ridge CabinetworksAug 2021 – Aug 2021Spartanburg, SC
- Middle School/High SchoolMay 2015 – Jul 2021Spartanburg, SC
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Oneascent Financial Services LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning, wealth management, retirement planning, tax planning, legacy planning, and insurance and risk management. The firm also offers business exit planning and employer retirement plans.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 78
- Offices listed on AdvisorFinder:
- 23
- Main office:
- Birmingham, AL
- SEC file number:
- 801-108265
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 14, 2026
View full firm profileOther advisors at Oneascent Financial Services LLC
Showing 12 of 78 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Charles Davis Mobley has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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