OneAscent Financial

What OneAscent Financial does

OneAscent Financial is a Birmingham, Alabama-based wealth management platform that delivers faith-aligned (biblically-grounded) financial planning, investment management, and giving solutions. Founded in 2000 by Harry Pearson (previously Pearson and Associates), the company operates through multiple SEC-registered investment adviser entities — OneAscent Financial Services, OneAscent Wealth Management, OneAscent Family Office, OneAscent Investment Solutions, and OneAscent Capital — unified under OneAscent, LLC.

The platform spans public markets (proprietary ETFs, turnkey models, direct indexing sleeves, target date funds, and individual sleeves), private markets (OneAscent Capital Impact Fund and Capital Opportunities Fund, OACOX, advised with Bonaventure Capital), financial planning, the Stewardship 360 family-office approach, and personalized giving solutions. Its core intellectual property is a values-alignment methodology — codified in the Values-Alignment Assessment tool — that screens securities against client-specified avoidances and supports and integrates with portfolio construction. The Navigator Outlook provides a monthly economy/technicians/sentiment/valuation framework for tactical asset allocation. A single Data Engineer leads the in-house data warehouse, but no AI/ML capability is disclosed.

The business model is predominantly asset-based: management fees on assets under management across the OneAscent advisory entities, fees on assets under advisement and administration, and back-office/compliance service fees from 30+ RIA Partners. Distribution is hybrid: a dedicated enterprise field-sales team (Director of New Partnerships, Director of Advisor Transitions, VP of Advisor Experience) recruits independent and wirehouse advisors to the platform via a structured 'Schedule a Call → Chart a Path Forward → Gain Independence' journey; the annual Empower Conference in Nashville serves as the flagship community and recruitment event; and a self-serve Values-Alignment Assessment on the website generates consumer leads. As of March 2026, OneAscent reports $7.1B in total assets (AUM + AUA + AUM), a community of 93+ advisors, and service coverage across 49 states and provinces.

Name

OneAscent Financial

Legal name

OneAscent, LLC

Website

https://financial.oneascent.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

11–50 employees

Short description

OneAscent Financial is a Birmingham, Alabama-based, faith-aligned wealth management platform serving 93+ advisors and 30+ partner firms across 49 US states with $7.1B in total assets, offering values-screened public and private market investments, financial planning, and giving solutions.

Ownership category

akta.pro rank

Product category

Faith-Based Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525), Other Investment Pools and Funds (5259)

SIC

Investment Advice (6282)

akta.pro primary industry

Values-Based/ESG & Impact-Focused RIAs (FSAAACAK)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC), Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

Keywords

• Faith-based wealth management
• Values-aligned investing
• Investment advisory services
• Financial planning services
• Family office services

Headquarters

HQ city

Birmingham, Alabama

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Management (AUM-based): Fee-based revenue derived from assets under management (AUM) across OneAscent Financial Services LLC, OneAscent Wealth Management LLC, and OneAscent Family Office LLC. Total assets managed/administrated are approximately $7.1B as of March 2026.
2. Advisory Services (AUA/AUM fees): Revenue from assets under advisement (qualified plan consulting) and assets under administration (back-office RIA partner services). Fees are charged on the value of assets advised upon or administered.
3. Platform/Back-Office Services to RIA Partners: OneAscent provides back-office services to RIA Partners who engage OneAscent Financial Services LLC for compliance, operations, and administrative support. Revenue is generated through service fees charged to partner RIA firms.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels7 records

Core offering

OneAscent Financial operates a faith-aligned wealth management platform delivering values-aligned investment management, comprehensive financial planning, philanthropic/giving solutions, and family office services to individuals, families, family offices, institutions, and a network of independent financial advisors and RIA partner firms. The platform spans public markets (ETFs, turnkey models, direct indexing sleeves, target date funds, individual sleeves) and private markets (Capital Impact Fund, Capital Opportunities Fund), supported by back-office compliance and operational services for affiliated RIA firms.

Product overview

OneAscent Financial is a faith-aligned wealth management platform comprising five integrated entities: OneAscent Wealth Management, OneAscent Financial Services, OneAscent Family Office, OneAscent Investment Solutions, and OneAscent Capital. The platform offers a comprehensive suite of investment and advisory services unified around values-aligned investing principles. Investment Solutions encompasses Public Markets (ETFs, Turnkey Models, Direct Indexing Sleeves, Target Date Funds, Individual Sleeves) and Private Markets (OneAscent Capital Impact Fund, OneAscent Capital Opportunities Fund). Service offerings include Values-Aligned Investing, Values-Alignment Assessment, Stewardship 360, Financial Planning, and Giving Solutions. The company also hosts the annual Empower Conference for faith-driven advisors. The platform is designed to serve Financial Advisors (independent, RIA partners, and employed), Individuals & Families, Family Offices, and Institutions seeking to align their financial strategies with biblical convictions.

Differentiator

Problem solved

Functional benefit

Brands

• Stewardship 360: A comprehensive approach to family wealth management with values-aligned strategies.
• Best Vocational Life
• Empower Conference

Quantifiable outcome

• $7.1B in total assets deployed toward businesses and investment opportunities aligned with stewardship principles across 49 states and provinces as of March 2026.
• +2 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

32 partnerships are on record, tiered core and flagship.

• 2:24 Wealth GroupcoreChannel Partner/ Reseller/ DistributorIndependent advisory firm located in Kennewick, WA operating as a OneAscent partner firm, providing values-aligned financial planning and investment services to clients in the Pacific Northwest.
• Adventure FinancialcoreChannel Partner/ Reseller/ DistributorIndependent advisory firm in Trevor, WI operating as a OneAscent partner firm, offering faith-aligned financial planning and investment solutions to clients.
• Affiliated Financial PartnerscoreChannel Partner/ Reseller/ DistributorIndependent advisory firm in Orefield, PA operating as a OneAscent partner firm.
• Ascension Wealth ManagementcoreChannel Partner/ Reseller/ DistributorPartner firm in Raleigh, NC operating as a OneAscent partner firm.
• Cornerstone Financial GroupcoreChannel Partner/ Reseller/ DistributorIndependent advisory firm in Crystal Lake, IL operating as a OneAscent partner firm.
• Fieldpoint Private TrustcoreChannel Partner/ Reseller/ DistributorPartner firm in New York, NY operating as a OneAscent partner firm.
• Financial Strategies GroupcoreChannel Partner/ Reseller/ DistributorIndependent advisory firm in Franklin, TN operating as a OneAscent partner firm.
• Flight Financial AdvisorscoreChannel Partner/ Reseller/ DistributorIndependent advisory firm in Decatur, IN operating as a OneAscent partner firm.
• Franklin Wealth ManagementcoreChannel Partner/ Reseller/ DistributorIndependent advisory firm in Madisonville, KY operating as a OneAscent partner firm.
• Hardt Financial GroupcoreChannel Partner/ Reseller/ DistributorIndependent advisory firm in Louisville, KY operating as a OneAscent partner firm.
• Life&Wealth AdvisorscoreChannel Partner/ Reseller/ DistributorIndependent advisory firm in Walnut Creek, CA operating as a OneAscent partner firm.
• Lone Oak FinancialcoreChannel Partner/ Reseller/ DistributorIndependent advisory firm in Selinsgrove, PA operating as a OneAscent partner firm.
• Patron PartnerscoreChannel Partner/ Reseller/ DistributorIndependent advisory firm in Houston, TX operating as a OneAscent partner firm.
• Providence Financial AdvisorscoreChannel Partner/ Reseller/ DistributorIndependent advisory firm in Grand Rapids, MN operating as a OneAscent partner firm.
• Pure Capital AdvisorscoreChannel Partner/ Reseller/ DistributorIndependent advisory firm in Charlotte, NC operating as a OneAscent partner firm.
• Resolute Capital GroupcoreChannel Partner/ Reseller/ DistributorIndependent advisory firm in Bozeman, MT operating as a OneAscent partner firm.
• River Oak FinancialcoreChannel Partner/ Reseller/ DistributorIndependent advisory firm in Birmingham, AL operating as a OneAscent partner firm.
• Rooted Financial AdvisorscoreChannel Partner/ Reseller/ DistributorIndependent advisory firm in Tigard, OR operating as a OneAscent partner firm.
• Solomon Private WealthcoreChannel Partner/ Reseller/ DistributorIndependent advisory firm in Beverly, MA operating as a OneAscent partner firm.
• Sovereign Family OfficecoreChannel Partner/ Reseller/ DistributorIndependent advisory firm in Myrtle Beach, SC operating as a OneAscent partner firm.
• Sovereign Private WealthcoreChannel Partner/ Reseller/ DistributorIndependent advisory firm in Greenville, SC and Myrtle Beach, SC operating as a OneAscent partner firm.
• Stewardship Advisory GroupcoreChannel Partner/ Reseller/ DistributorIndependent advisory firm in Clermont, FL operating as a OneAscent partner firm.
• Stonebridge Wealth ManagementcoreChannel Partner/ Reseller/ DistributorIndependent advisory firm in Nashville, TN operating as a OneAscent partner firm.
• Stonecrop Wealth AdvisorscoreChannel Partner/ Reseller/ DistributorIndependent advisory firm in West Chester, PA operating as a OneAscent partner firm.
• Strategence CapitalcoreChannel Partner/ Reseller/ DistributorIndependent advisory firm with locations in Van Wert, OH; Fort Wayne, IN; Bluffton, IN; and Morris, MN operating as a OneAscent partner firm.
• Tate Financial PartnerscoreChannel Partner/ Reseller/ DistributorIndependent advisory firm in Maryville, TN operating as a OneAscent partner firm.
• Tevebaugh & AssociatescoreChannel Partner/ Reseller/ DistributorIndependent advisory firm founded in 2004 by Mark Tevebaugh in Florida, operating as a OneAscent partner firm with locations in Indian Valley, Virginia. Paul Cywinski serves as Client Relationship Manager.
• Zahoranski WealthcoreChannel Partner/ Reseller/ DistributorIndependent advisory firm in Akron, OH operating as a OneAscent partner firm.
• Tim Tebow (Tebow Foundation)flagshipStrategic or Co-development PartnerTim Tebow serves as a keynote speaker at the annual Empower Conference. As a philanthropist and well-known faith figure, his participation brings visibility and credibility to the OneAscent community of faith-driven advisors.
• Ron Blue (Ron Blue Trust)flagshipStrategic or Co-development PartnerRon Blue, founder of Ron Blue Trust and author on faith-based financial stewardship, serves as a keynote speaker at the Empower Conference, contributing thought leadership to the OneAscent advisor community.
• Bonaventure CapitalcoreStrategic or Co-development PartnerSteve Dauphin serves as Founding Partner of Bonaventure Capital, which advises OneAscent and their clients on impact investments in private companies and the creation of customized impact portfolios for families and institutions. Carter Burleson serves as Director of Bonaventure Capital.
• Investment Research PartnerscoreTechnology or IntegrationMartin Wildy is Co-Founder & Partner of Investment Research Partners, which provides investment research to OneAscent. Derek Varner also serves as Partner, Investment Research Partners at OneAscent. The firm provides multi-asset and equity research capabilities.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Focus Financial Partners: Focus Financial is a publicly traded RIA consolidator that acquires and supports independent advisory firms with infrastructure, capital, and technology — comparable business model to OneAscent's RIA partnership strategy though at materially larger scale.
• AssetMark: AssetMark is a large TAMP providing model portfolios, practice management, and back-office technology to RIAs — comparable to OneAscent's platform-as-a-service offering to partner firms though without the faith-based differentiation.
• Cetera Financial Group: Cetera is a large independent advisor platform offering TAMP services, model portfolios, and back-office support to thousands of advisors — a broader incumbent serving a similar channel-partner architecture to OneAscent's RIA ecosystem.

Direct peers

• GuideStone Financial Resources: GuideStone is a faith-based retirement plan and investment provider for evangelical churches, ministries, and institutions, overlapping with OneAscent's institutions/nonprofits/foundations segment and faith-aligned investment philosophy.
• Eventide Asset Management: Eventide is a values-aligned/faith-informed mutual fund and ETF sponsor offering both public and private impact strategies, overlapping directly with OneAscent's values-based investing, Capital Impact Fund, and OACOX offerings.
• Sanctuary Wealth: Sanctuary Wealth is an RIA platform/aggregator providing back-office, compliance, and investment infrastructure to partner firms — directly comparable to OneAscent's RIA partner platform and 30+ partner-firm operating model.
• Timothy Plan: Timothy Plan is a faith-based mutual fund family that excludes companies involved in activities contrary to biblical values — a direct product comparables in the values-screened public-markets space where OneAscent's ETFs and turnkey models compete.
• Inspire Investing: Inspire Investing is a faith-aligned/values-based ETF sponsor and advisor platform that screens public securities against biblical principles — directly comparable to OneAscent's values-aligned public-markets and ETF offering for Christian investors.
• Ronald Blue Trust (Blue Trust): Ronald Blue Trust is a faith-based financial planning and wealth management firm applying biblical stewardship principles to advisor-led planning — a closely comparable competitor for faith-driven individuals, families, and family offices.
• Kingdom Advisors: Kingdom Advisors is the leading community, training, and certification organization for Christian financial advisors — comparable to OneAscent as a faith-driven advisor community platform that educates, equips, and connects values-aligned practitioners.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/OneAscent
• LinkedInlinkedin.com/company/oneascentfinancial

Revenue estimate

Valuation estimate

Number of profiles

Profiles26 records

Subsidiaries6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about OneAscent Financial