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OneAscent Wealth Management
OneAscent Wealth Management was established in 2017 by Harry Pearson and Rob Grubb. The principals built the firm from advisory practices to serve families...
OneAscent Wealth Management
OneAscent Wealth Management was established in 2017 by Harry Pearson and Rob Grubb. The principals built the firm from advisory practices to serve families seeking coordinated financial and giving strategies. Wealth originates from the founders' professional earnings rather than a single industrial fortune. The firm deploys capital across public equities, private equity, and real estate. It maintains direct co-investments and SPVs alongside fund commitments. Confirmed holdings include positions in Microsoft, Apple, and Alibaba reported in 2025 13F filings. Geographic reach covers North America and Africa. OneAscent Capital Opportunities Fund provides access to private market assets including mixed-use real estate in the United States. The team manages $432 million with no disclosed headcount. Additional vehicles include OneAscent Capital Impact Fund I and the OneGive donor-advised fund launched in 2024 with Charityvest. The firm maintains memberships in Kingdom Advisors and the 100X Forum. In February 2025 it hosted the OneAscent Empower Conference in Destin, Florida, covering values-aligned investing and family legacy topics. OneAscent operates through a network of affiliated entities including OneAscent Holdings LLC and partner firms such as Sovereign Financial Group. This structure allows shared ownership and service delivery while separating client advisory from proprietary investment vehicles.
General information
Firm type
Multi Family Office
Year founded
2017
Location
Region
North America
Country
United States
City
Birmingham
Corporate office
Birmingham, AL, United States
Principals
Harry Pearson
Co-founder and CEO
Rob Grubb
Co-founder and COO
Thomas Powell
Principal owner
Sector focus
Frequently asked questions
Who runs investment decisions at OneAscent Wealth Management?
Harry Pearson serves as co-founder and CEO while Rob Grubb serves as co-founder and COO. Thomas Powell holds principal ownership alongside them through OneAscent Holdings LLC.
Does OneAscent participate in fund commitments or only direct deals?
The firm uses both structures. It commits to funds and deploys direct co-investments and SPVs through OneAscent Capital vehicles.
What investment stages does OneAscent typically target?
The firm targets public equity positions and private market opportunities including growth-stage companies via its impact and opportunities funds.
Where does the underlying wealth come from?
The principals built the firm from advisory practices. No single family fortune or industrial source is disclosed.
Does OneAscent maintain philanthropic structures, and how are they separated?
OneGive operates as a donor-advised fund platform launched in 2024 with Charityvest. It sits alongside but separate from investment management activities.
How does OneAscent source proprietary deal flow?
Sourcing occurs through the principals' networks, Kingdom Advisors membership, and relationships with partner firms such as Solomon Private Wealth.
Is OneAscent structured as a single family office or does it operate more like a venture firm?
It functions as a multi-family office that also manages proprietary private equity and interval funds through affiliated entities.
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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