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Inactive

Yohaan Varghese George

Oneascent Family Offices

Myrtle Beach, SC

Birmingham, AL

CRD 8193526

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Employer firm

Oneascent Family Offices CRD 323305

$544M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • FAMILY OFFICE SERVICES

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

Current Employers
Oneascent Family Offices

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-06-29
SC RA APPROVED 2026-06-29
  • NY RA
    APPROVED
    Since 2026-06-29
  • SC RA
    APPROVED
    Since 2026-06-29

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
Oneascent Family Offices, Llc Myrtle Beach SC 08/2024 Present
Hardee Family Holdings/Hardee Auto Sales Conway SC 02/2021 08/2024
Unemployed Conway SC 01/2020 01/2021
Full-Time Education Campbellsville KY 08/2018 12/2019
Vyn Apparel Tamil Nadu 08/2017 08/2018
Unemployed Indianapolis IN 07/2016 08/2017
  • 08/2024 → Present
    Oneascent Family Offices, Llc
    Myrtle Beach, SC
  • 02/2021 → 08/2024
    Hardee Family Holdings/Hardee Auto Sales
    Conway, SC
  • 01/2020 → 01/2021
    Unemployed
    Conway, SC
  • 08/2018 → 12/2019
    Full-Time Education
    Campbellsville, KY
  • 08/2017 → 08/2018
    Vyn Apparel
    Tamil Nadu
  • 07/2016 → 08/2017
    Unemployed
    Indianapolis, IN
Other Businesses

1) Alcance National; not investment related; Myrtle Beach; Partner; approximately 20-40 hours a week

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-29
  • S65 Uniform Investment Adviser Law Examination
    2026-06-29

View on SEC IAPD

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Nearby Investors

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Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MYRTLE BEACH, SC
WELLS FARGO CLEARING SERVICES, LLC · MYRTLE BEACH, SC
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