Charles Davis Mobley

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2025 → Present
  Oneascent Financial Services, Llc
  Birmingham, AL
• 08/2021 → 05/2025
  Samford University
  Birmingham, AL
• 05/2024 → 05/2024
  The Albany Group
  Decatur, AL
• 06/2023 → 07/2023
  Kanakuk
  Lampe, MO
• 05/2022 → 06/2022
  Kanakuk
  Lampe, MO
• 12/2021 → 12/2021
  Caroline's Cakes
  Spartanburg, SC
• 08/2021 → 08/2021
  Blue Ridge Cabinetworks
  Spartanburg, SC
• 05/2015 → 07/2021
  Middle School/High School
  Spartanburg, SC

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-15

Other Names

• Davis Mobley