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Joshua Todd Holland

Oneascent Financial Services LLC

Myrtle Beach, SC

Birmingham, AL

CRD 8070850

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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

AuthorityCategoryStatusDate
SC RA APPROVED 2025-10-16
  • SC RA
    APPROVED
    Since 2025-10-16

Branch Locations

1113 48Th Avenue North Suite 119, Myrtle Beach, SC 29577 • 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
OrganizationCityStateFromTo
Horry County Schools Conway SC 06/2017 06/2022
Oneascent Financial Services, Llc Myrtle Beach SC 06/2022 Present
Anderson University Anderson SC 08/2013 05/2017
  • 06/2017 → 06/2022
    Horry County Schools
    Conway, SC
  • 06/2022 → Present
    Oneascent Financial Services, Llc
    Myrtle Beach, SC
  • 08/2013 → 05/2017
    Anderson University
    Anderson, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-16
  • S65 Uniform Investment Adviser Law Examination
    2025-10-16

View on SEC IAPD

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