Sovereign Private Wealth

What Sovereign Private Wealth does

Sovereign Private Wealth is a privately-held, fee-only registered investment advisor founded in 2017 and headquartered in Greenville, South Carolina, with a second office in Myrtle Beach, SC. The firm is a doing-business-as of OneAscent Financial Services LLC, an Alabama-based registered investment adviser through which Sovereign PW delivers investment advisory services. Client assets are custodied at Charles Schwab. The firm employs roughly 9 people across advisory, client services, and operations roles under co-founders Mike Kuckel (CEO, Director of Investments) and Will Hines (President, Director of Financial Planning).

The firm's core offering is a unified financial advisory platform built around Values-Based Investing (VBI), a proprietary screening philosophy that excludes companies profiting from activities such as abortion, pornography, predatory lending, human rights abuses, and addictive lifestyles, in favor of investments aligned with Christian/biblical values. Product lines include Financial Planning, Investment Management, Retirement Planning, Estate & Legacy Planning, Tax Strategy & Planning, Family Office services, and add-on modules for 401(k) and 403(b) plans, Endowments & Foundations, and a complimentary Portfolio Audit. The technology stack is conventional: standard marketing analytics (Meta Pixel, Google Tag Manager, Google Analytics), generic CRM, and Schwab custody, with no proprietary platform or AI components disclosed.

Sovereign Private Wealth monetizes through recurring, fee-only advisory fees on assets under management plus financial planning fees, with no commissions on products. It serves hundreds of individual families and households nationwide as the primary segment, with secondary segments in churches, ministries, non-profits, pre-retirees, retirees, mature individuals, and the military/veteran community. Go-to-market is sales-led and referral-driven: a values-aligned content presence (weekly/monthly investment updates, blog, testimonials) feeds discovery calls and complimentary portfolio audits, with strong reliance on word-of-mouth within Christian and faith-based communities and a stated commitment to donate 10% of revenue to ministry partners.

Name

Sovereign Private Wealth

Legal name

OneAscent Financial Services LLC

Website

https://sovereignpw.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

Sovereign Private Wealth is a fee-only, faith-based registered investment advisor founded in 2017 in Greenville, SC, serving hundreds of individual families, churches, and non-profits nationwide with values-based (Christian) investment management, financial planning, retirement, estate, and tax services.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Affluent / Mass-Affluent Private Banking (FSABADAC)

akta.pro secondary industries

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD), Private Banking & UHNW Wealth Advisory (FSAEABAC), Private Foundations (BPAGAKAA)

Keywords

• Faith-based financial advisory
• Values-based investment management
• Fiduciary wealth planning
• Retirement income planning
• Estate legacy planning

Headquarters

HQ city

Greenville, South Carolina

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Investment Advisory Services: Fee-only investment advisory services through OneAscent Financial Services LLC. The firm charges reasonable fees for financial planning and investment management services with a transparent, simple fee schedule. No commissions are earned on any products offered. Investments are held by Charles Schwab.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Sovereign Private Wealth is a fee-only, fiduciary financial advisory firm that provides comprehensive values-based financial planning and investment management services. The firm uses a proprietary Values-Based Investing (VBI) screening methodology to align investment portfolios with biblical/Christian criteria, avoiding companies profiting from activities such as abortion, pornography, predatory lending, and human rights abuses. It serves individuals, families, churches, and non-profit organizations nationwide from its two South Carolina offices.

Product overview

Sovereign Private Wealth offers a unified financial advisory platform centered on faith-based, values-aligned investing. The core offering combines Financial Planning and Investment Management, supplemented by specialized services including Retirement Planning, Estate & Legacy Planning, Tax Strategy & Planning, and Family Office services. For organizational clients, they offer 401(k) and 403(b) plan administration as well as Endowments & Foundations services. All services are delivered through a fee-only, fiduciary model without commissions. The investment approach screens portfolios to align with Christian values, avoiding companies profiting from activities such as abortion, pornography, predatory lending, and human rights abuses.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Comprehensive financial planning services that help clients create a roadmap for their financial future, considering life now and how it evolves. Includes deep dives into tax strategy, estate planning, giving strategies, and retirement planning. Targeted at individuals, families, and business owners.
• Investment Management Values-based investment management that aligns investments with clients' personal values. Uses a proprietary approach to identify what clients value most and screens investments to avoid companies profiting from activities that conflict with those values.
• Retirement Planning Retirement planning services for pre-retirees (ages 50-65), retirees (ages 62-75), and mature retirees (75+), focused on saving, investing, structuring assets for income, and capital preservation or legacy planning.
• Estate & Legacy Planning Estate and legacy planning services to help clients structure their assets and plan for family legacy, intergenerational wealth transfer, and end-of-life care.
• Tax Strategy & Planning Tax strategy and planning services to identify tax reduction and tax avoidance opportunities, working alongside clients' CPAs or tax preparers.
• Family Office Comprehensive family office services providing ongoing counsel for financial decisions including large purchases, financing options, and cash utilization.
• 401(k) Plans 401(k) retirement plan services for businesses as plan sponsors, enabling values-aligned retirement options for employees.
• 403(b) Retirement Plan Faith-aligned 403(b) retirement plan designed specifically for churches and ministries, aligning with values and supporting mission while helping participants steward resources wisely.
• Endowments & Foundations Services Legacy-minded services for endowments and foundations that desire a values-aligned partner to help accomplish their mission.
• Portfolio Audit Complimentary audit of a prospective client's current investment portfolio to identify holdings profiting from or supporting activities conflicting with values-based investing criteria (e.g., abortion, pornography, addictive lifestyles, human rights abuses, predatory lending).

Named customers6 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Feature1 record

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• Timothy Plan: Provider of biblically responsible mutual funds and ETFs with active values-based screening. Competitor at the investment-product level and a prior employer of Sovereign's co-founder.
• Charis Financial: Christian-aligned financial planning and investment advisory firm serving individuals, families, and faith-based organizations. Emerging competitor with overlapping values-based screen and target market.

Direct peers

• Kingdom Advisors: Network of Christian financial advisors who integrate biblical principles into financial planning and investment advice. Strong overlap in target market and faith-based screening approach.
• Halbert Wealth Management: Faith-based RIA providing Christian-aligned investment management and financial planning. Direct competitor for faith-based families seeking biblically screened portfolios.
• The Bahnsen Group: Faith-based RIA led by David Bahnsen providing values-based investment management and financial planning to high-net-worth Christian families and institutions. Directly competes for the same values-aligned client base.
• PAX Financial Advisors: Faith-based RIA providing biblical stewardship-driven financial planning and investment management to Christian individuals and families. Closely comparable mission, screening methodology, and target client.
• OneAscent Wealth: Sister firm under the same OneAscent Financial Services LLC umbrella, offering faith-based investment management and financial planning. Operates with similar values-based screen and serves overlapping client segments.
• Capstone Financial Advisors: Fee-only fiduciary RIA with strong values-based investing practice serving faith-aligned clients, families, and ministries. Comparable fee model and screening process.
• Ronald Blue Trust: National Christian-focused RIA serving individuals, families, and foundations with values-aligned investment management and financial planning. Direct competitor to Sovereign in the faith-based wealth management niche.
• Stewardship Partners: Faith-aligned investment counsel firm providing values-based portfolio management and financial planning services to Christian individuals, families, and ministries. Overlap in mission and screening philosophy.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/sovereign-private-wealth-sc

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 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 Sovereign Private Wealth