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Oneascent Investment Solutions, LLC CRD 285512
$987M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
23 Iverness Parkway Suite 100, Birmingham, AL 35242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-03-31 |
Branch Locations
23 Iverness Parkway Suite 100, Birmingham, AL 35242 • United States
23 Inverness Center Pkwy, Birmingham, AL 35242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-03-31 |
Branch Locations
23 Inverness Center Pkwy, Birmingham, AL 35242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The C=C Bond Group, Llc | Birmingham | AL | 06/2014 | Present |
| Oneascent Capital Llc | Birmingham | AL | 03/2025 | Present |
| Oneascent Investment Solutions, Llc | Birmingham | AL | 03/2025 | Present |
The C=C Bond Group, LLC/Not investment related/1936 Cahaba Crest Drive, Birmingham, AL 35242/Business Consulting/Principal/06-2014/
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