Stone Michael Evers

Employer firm

Oneascent Financial Services LLC CRD 284549

$3.54B regulatory AUM 15 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Oneascent Financial Services Llc

100 Grandview Place Suite 200, Birmingham, AL 35243 • United States

Current Registrations

Authority	Category	Status	Date
AL	RA	APPROVED	2025-05-14

AL RA
APPROVED

Since 2025-05-14

Branch Locations

Birmingham, AL • United States

100 Grandview Place Suite 200, Birmingham, AL 35243 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Oak Mountain Schools	Birmingahm	AL	02/2015	05/2021
University Of Kansas	Lawrence	KS	07/2021	05/2025
Tax Favored Benefits	Overland Park	KS	06/2024	08/2024
Oneascent Financial Services, Llc	Birmingham	AL	05/2025	Present

02/2015 → 05/2021

Oak Mountain Schools

Birmingahm, AL
07/2021 → 05/2025

University Of Kansas

Lawrence, KS
06/2024 → 08/2024

Tax Favored Benefits

Overland Park, KS
05/2025 → Present

Oneascent Financial Services, Llc

Birmingham, AL

Other Businesses

Insurance Sales; Investment Related; 23 Inverness Center Pkwy Birmingham, AL 35243; Investment Advisor; 7/9/2025; ~10 hours; has an insurance license to sell insurance products

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-05-14

S65 Uniform Investment Adviser Law Examination

2025-05-14

View on SEC IAPD