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OneAscent Investment Solutions, LLC
OneAscent Investment Solutions, LLC is an SEC-registered investment adviser in Birmingham, AL, registered since 2017. The firm manages approximately $987...
Overview
OneAscent Investment Solutions, LLC is an SEC-registered investment adviser in Birmingham, AL, registered since 2017. The firm manages approximately $987 million in regulatory assets. It has 27 employees and 9 investment advisers.
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 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.
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.
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