Updated:
OneAscent Investment Solutions, LLC
OneAscent Investment Solutions was founded in 2016 by David S. Quisenberry (CIO) and Jeffrey R. H. Johnson (CEO) in Birmingham, Alabama.
OneAscent Investment Solutions, LLC
OneAscent Investment Solutions was founded in 2016 by David S. Quisenberry (CIO) and Jeffrey R. H. Johnson (CEO) in Birmingham, Alabama. The firm operates as a registered investment advisor (RIA) with a stated faith-based investment philosophy, avoiding companies whose businesses conflict with its evangelical Christian values — a stance that shapes its sector and stock selection. The firm allocates capital across a multi-asset framework: Public Equities (both US and international), Fixed Income, Hedge Funds, Private Real Estate, and Private Credit. OneAscent is known for a values-based screening process that excludes companies involved with alcohol, tobacco, gambling, abortion, and weapons. Its portfolio is built through a combination of direct public-market holdings and third-party fund vehicles. OneAscent reported $2.8B in regulatory assets under management on its 2024 SEC Form ADV. The firm does not publicly disclose the number of professionals; its headquarters is in Birmingham, with no additional offices named. In 2023, the firm launched a Private Real Estate fund vehicle aimed at institutional and high-net-worth investors (per public filings). A structural differentiator is OneAscent's embedment in a faith-based advisory network — it sources clients and deal flow through a group of financial advisors who share its Christian investment mandate. This gives the firm a captive distribution channel that many similarly sized RIAs lack, but also limits its total addressable market to clients willing to accept its screens.
General information
Firm type
RIA
Year founded
2016
AUM
$2.8B (per SEC Form ADV, 2024)
Location
Region
North America
Country
United States
City
Birmingham
Corporate office
Birmingham, AL, United States
Principals
David S. Quisenberry
Chief Investment Officer
Jeffrey R. H. Johnson
CEO
Sector focus
Frequently asked questions
Who runs investment decisions at OneAscent Investment Solutions?
David S. Quisenberry is the Chief Investment Officer and oversees portfolio construction and asset allocation. Jeffrey R. H. Johnson serves as CEO and manages firm strategy. Both co-founded the firm in 2016.
What is OneAscent's investment philosophy?
OneAscent applies a faith-based, values-driven screening process to its multi-asset portfolio. It excludes companies involved in alcohol, tobacco, gambling, abortion, and weapons. The firm describes its approach as 'biblically responsible investing,' with a focus on generating returns consistent with evangelical Christian values.
What asset classes does OneAscent invest in?
OneAscent allocates across public equities (US and international), fixed income, hedge funds, private real estate, and private credit. It builds portfolios through a combination of direct holdings and third-party fund vehicles.
Does OneAscent invest in private deals or only public markets?
OneAscent maintains exposure to private real estate and private credit, typically through fund structures rather than direct co-investments. Its private deals are sourced through its advisor network, not through proprietary deal origination.
What makes OneAscent different from other RIAs?
OneAscent's faith-based mandate creates a distinct client base and screening process. It also has a captive distribution channel through a network of Christian financial advisors. This limits its market but provides reliable asset-gathering flow — a structural advantage for a firm of its size.
How large is OneAscent's assets under management?
As of its 2024 SEC Form ADV filing, OneAscent reported approximately $2.8B in regulatory assets under management. The firm does not publicly disclose the split between discretionary and non-discretionary assets.
What is OneAscent's geographic footprint?
The firm is headquartered in Birmingham, Alabama, and does not operate additional offices. Its client base is primarily US-based, consisting of faith-based institutions, family offices, and high-net-worth individuals who share its values.
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.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: