Oneascent Family Office Llc
- Regulatory AUM
- $544M
- Discretionary
- $510M
- Clients
- 78
- Avg AUM / client
- $7.0M
- Accounts
- 292
- Employees
- 14
AUM over time
Annual snapshots from Form ADV filings · as of Jul 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 43 | $13.6M | 2.5% |
| High net worth individuals | 35 | $232M | 42.6% |
| Pension and profit sharing plans | Fewer than 5 clients | $2.0M | 0.37% |
| Charitable organizations | Fewer than 5 clients | $291M | 53.5% |
| Corporations and other businesses | Fewer than 5 clients | $5.5M | 1.02% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Grubb, Robert, Wayne | Chief Operating Officer | Oct 2022 (4y) | Less than 5% | |
| Harry Noble Pearson | Managing Member | CFP | Oct 2022 (4y) | ≈ 56.25% – 100% via Oneascent Holdings Llc |
| Thomas James Claud | Chief Compliance Officer | Oct 2022 (4y) | Less than 5% | |
| Thomas Edward Powell | Registered representative | CFP | Nov 2022 (4y) | |
| Martin Nicole Smith | Registered representative | Feb 2024 (2y) | ||
| Philip Carl Shaffer | Registered representative | May 2024 (2y) | ||
| Larry Collin Jones | Registered representative | Oct 2024 (2y) | ||
| Justin Charles Cramer | Registered representative | Jan 2025 (2y) | ||
| Joshua Shane Arrington | Registered representative | Mar 2025 (1y) | ||
| Randall Heath Morris | Registered representative | CFP | Aug 2025 (1y) | |
| Michael Chandler Key | Registered representative | Dec 2025 (1y) | ||
| Yohaan Varghese George | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Oneascent Holdings Llc | Owner | Oct 2022 | 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) | 07/15/2026 | 1.24 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $536M (98% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jul 15, 2026.
View current Form ADV (SEC/IAPD) ↗