Oneascent Investment Solutions, Llc
- Regulatory AUM
- $987M
- Discretionary
- $987M
- Clients
- 20
- Avg AUM / client
- $49.4M
- Accounts
- 47
- Employees
- 27
AUM over time
Annual snapshots from Form ADV filings · as of Mar 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 6 | $1.9M | 0.19% |
| High net worth individuals | 3 | $13.4M | 1.36% |
| Investment companies | 5 | $816M | 82.6% |
| Pooled investment vehicles (non-investment companies) | 5 | $155M | 15.7% |
| Corporations and other businesses | 1 | $850K | 0.09% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Harry Noble Pearson | Owner | CFP | Feb 2016 (11y) | ≈ 56.25% – 100% via Oneascent Holdings, Llc |
| Grubb, Robert, Wayne | Chief Operating Officer | Feb 2017 (10y) | Less than 5% | |
| Swayze, Ashleigh, Cooper | Chief Compliance Officer | Feb 2017 (10y) | Less than 5% | |
| Pearson, Coleman, James | President | Jan 2022 (5y) | Less than 5% | |
| Brian Scott Watson | Registered representative | CFA | Mar 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Oneascent Holdings, Llc | Managing Member | Feb 2017 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Harry Noble Pearson: 75% – 100% of Oneascent Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/12/2026 | 1.22 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
Custody
Reported custodians
- Charles Schwab & Co. $16.2M (2% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 12, 2026.
View current Form ADV (SEC/IAPD) ↗