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OneAscent Family Offices
ONEASCENT FAMILY OFFICES is an SEC-registered investment adviser in BIRMINGHAM, AL, registered since 2022.
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
Year founded
—
AUM
$500M–$1B (Altss estimate)
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
Who runs investment decisions at OneAscent Family Offices?
David McQueen serves as Chief Investment Officer, overseeing the firm's direct and co-investment strategy across private credit, real estate, and infrastructure. The investment committee includes senior professionals from the broader OneAscent ecosystem (per public record).
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.
Is OneAscent structured as a single family office or a multi-family office?
OneAscent is a multi-family office, serving multiple families who share a common Christian faith perspective. It operates as part of the OneAscent ecosystem, which also includes an RIA and a charitable foundation.
Does OneAscent participate in fund commitments or only direct deals?
OneAscent Family Offices engages in both fund commitments and direct co-investments. Its recent expansion into a direct lending mandate for lower-middle-market companies shows a preference for direct deals where it can influence terms (per public record).
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.
How is OneAscent Family Offices related to the broader OneAscent organization?
OneAscent Family Offices is one entity within the OneAscent group, which includes a registered investment adviser (RIA) and a charitable foundation. The family office arm focuses specifically on direct investments for high-net-worth families aligned with Christian values.
What sectors does OneAscent explicitly avoid?
The firm avoids investments that conflict with its Christian faith-values screen, including sectors such as adult entertainment, gambling, and abortion-related services. This value-based exclusion is applied across all portfolio commitments (per public record).
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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