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OneAscent Family Offices
ONEASCENT FAMILY OFFICES is an SEC-registered investment adviser in BIRMINGHAM, AL, registered since 2022. The firm manages $544 million in assets, with $510...
OneAscent Family Offices
ONEASCENT FAMILY OFFICES is an SEC-registered investment adviser in BIRMINGHAM, AL, registered since 2022. The firm manages $544 million in assets, with $510 million on a discretionary basis. It has 14 employees and 10 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Birmingham
Corporate office
Birmingham, AL, United States
Principals
David McQueen
Chief Investment Officer
Sector focus
Frequently asked questions
How does OneAscent source proprietary deal flow?
OneAscent Family Offices sources deals through a network of external GP relationships, direct origination in the lower-middle market, and co-investment partnerships with other faith-aligned investors. The firm focuses on opportunities in the Southeast U.S. and Sun Belt regions.
What investment stages does OneAscent typically target?
The firm targets middle-market and lower-middle-market opportunities, primarily in private credit, real estate, and infrastructure. It avoids early-stage venture and public equities, focusing on yield-generating and capital-preservation strategies.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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