Thomas James Claud

Employer firm

Waverly Advisors, LLC CRD 115332

$29.9B regulatory AUM 69 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 08/2016 → 11/2021
  Resource Management Service, Llc
  Birmingham, AL
• 11/2021 → 04/2026
  Oneascent Financial Services/Oneascent Wealth Management
  Birmingham, AL
• 10/2022 → 04/2026
  Oneascent Family Office Llc
  Birmingham, AL
• 04/2026 → Present
  Waverly Advisors, Llc
  Birmingham, AL

Previous Registrations

• 2022-04-26 → 2026-04-27
  Oneascent Financial Services Llc
  Birmingham, AL
• 2022-04-26 → 2026-04-27
  Oneascent Wealth Management
  Birmingham, AL
• 2022-11-21 → 2026-04-27
  Oneascent Family Offices
  Birmingham, AL
• 2015-05-08 → 2016-09-19
  Holland Advisory Services, Inc.
  Ormond Beach, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-04-26

Other Names

• Tj Claud