# OneAscent Wealth Management

OneAscent Wealth Management is a Multi Family Office based in Birmingham, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Birmingham, United States
- **Region:** North America
- **Address:** Birmingham, AL, United States
- **Founded:** 2017
- **Assets under management:** 432 (Altss estimate)
- **Website:** oneascent.com
- **LinkedIn:** https://www.linkedin.com/company/oneascent

## Regulatory record

- **CRD number:** 308057
- **SEC file number:** 801-118682
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-28T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/308057

## About

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.

## Sectors

- Private Equity
- Real Estate
- Philanthropic / Mission-Related Investing

## People

- Harry Pearson — Co-founder and CEO
- Rob Grubb — Co-founder and COO
- Thomas Powell — Principal owner

## 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.

### 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.

## Related profiles

- [Evonik Venture Capital](https://altss.com/profile/evonik-venture-capital)
- [O. Wayne Rollins Foundation](https://altss.com/profile/o-wayne-rollins-foundation)

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Last updated: 2026-07-06T01:24:22.549Z

Canonical page: https://altss.com/profile/oneascent-wealth-management-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology