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Colby Alan Keeton Gilmore

Oneascent Financial Services LLC

Birmingham, AL

Nashville, TN

CRD 6748644

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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
TN RA APPROVED 2025-09-09
  • TN RA
    APPROVED
    Since 2025-09-09

Branch Locations

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

2100 West End Ave Suite 660, Nashville, TN 37203 • 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
Kpmg, Llp Irvine CA 08/2015 01/2017
Bluetrust Alpharetta GA 01/2017 09/2025
Oneascent Financial Services, Llc Birmingham AL 09/2025 Present
Designations
  • Certified Financial Planner
Other Names
  • Colby Alan Gilmore

View on SEC IAPD

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