OF
ONEASCENT FINANCIAL SERVICES LLC
SEC RegisteredBIRMINGHAM, ALhttps://hampton-square.com205-313-9142
Assets Under Management
$1B–$5B
Employees
161
Office Locations
37 offices
Total Accounts
16009
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal
Services
retirement_planningfinancial_planningtax_planninginsurancewealth_managementrisk_management
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 4,324 | $1.1B |
| High Net Worth Individuals | 804 | $1.9B |
| Charitable Organizations | 70 | $303M |
| State/Municipal Entities | 45 | — |
15 total clients reported on Form ADV.
Leadership
Ashleigh Cooper Swayze
CHIEF COMPLIANCE OFFICER
Oneascent Holdings Llc
OWNER
Harry Noble Pearson
OWNER
Harry Noble Pearson
MANAGER
Office locations
37 offices in 13 states
AL
BIRMINGHAMHQ
TX
HOUSTON
TN
NASHVILLE
OH
AKRON
MN
GRAND RAPIDS
IL
CRYSTAL LAKE
SC
GREENVILLE
IN
DECATUR
TORONTO
PA
SELINSGROVE
IN
BLUFFTON
WA
KENNEWICK
NJ
ANDOVER
AL
HUNTSVILLE
SC
MYRTLE BEACH
MN
INTERNATIONAL FALLS
TN
CORDOVA
OH
VAN WERT
CA
LAGUNA NIGUEL
IN
FORT WAYNE
TX
SAN ANTONIO
MN
MORRIS
MA
BEVERLY
Advisors at this firm
26 advisors in the directory
Robert Eli Allamon
Investment Adviser Representative
Charles Thomas Alvey
Investment Adviser Representative
David Rick Anderson
Investment Adviser Representative
Jordan Arnold
Investment Adviser Representative
Joshua Shane Arrington
Investment Adviser Representative
Kadin Andrew Cochran
Investment Adviser Representative
Cameron David Collier
Investment Adviser Representative
Eric Scott Dorman
Investment Adviser Representative
Suzuanne Marie Foster
Investment Adviser Representative
Gary Paul Gardner
Investment Adviser Representative
Colby Alan Keeton Gilmore
Investment Adviser Representative
Scott Arthur Mackenzie
Investment Adviser Representative
Stephen Brent Moore
Investment Adviser Representative
Ian Matthew Morrison
Investment Adviser Representative
Mark Eugene Morrison
Investment Adviser Representative
Sarah Elise Mouw
Investment Adviser Representative
Nelson Negron
Investment Adviser Representative
Brad Alan Nelson
Investment Adviser Representative
Alexander Garret Peloquin
Investment Adviser Representative
Kevin Arthur Rhodes
Investment Adviser Representative
Arlen Ray Royalty
Investment Adviser Representative
Joshua Stuart Smith
Investment Adviser Representative
Mark Lee Tevebaugh
Investment Adviser Representative
Caleb Dean Thomas
Investment Adviser Representative
Benjamin A Wilhelm
Investment Adviser Representative
Stacey Ann Zahoranski
Investment Adviser Representative
Regulatory & compliance
CRD number
#284549
SEC Number
801-108265
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Data as of April 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
hampton-square.comPhone
205-313-9142Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ONEASCENT FINANCIAL SERVICES LLC 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 the SEC or FINRA websites before making any decision.