OneAscent Investments recently announced significant growth, crossing the $1 billion mark in their suite of ETFs, driven by values-based investing.

OneAscent has appointed Nicole Grogan as its new Head of Distribution, bringing nearly two decades of experience in asset management and distribution leadership.

OneAscent proudly announces the appointment of Monica Stoudemire as Chief Compliance Officer, enhancing its compliance and regulatory expertise.

OneAscent welcomes Jeff Cave as Senior Vice President of Strategic Partnerships, bringing over 25 years of leadership in wealth management to empower advisors.

OneAscent has achieved significant recognition by ranking No. 1,912 in the 2026 Inc. 5000 list, showcasing a remarkable 179% revenue growth over three years.

OneAscent Financial Services LLC trimmed its holdings in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 27.5% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 10,943 shares of the electric vehicle producer's stock after selling 4,151 shares d

OneAscent Financial Services LLC boosted its position in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 14.1% during the 1st quarter, HoldingsChannel.com reports. The firm owned 21,752 shares of the information services provider’s stock after acquiring an additional 2,680 shares during the quarter. OneAscent Financial Services LLC’s holdings in Alphabet were worth $3,392,000 at […]

OneAscent Family Office LLC increased its position in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 131.6% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 5,936 shares of the information services provider’s stock after purchasing an additional 3,373 shares during […]

OneAscent Financial Services LLC boosted its position in shares of EOG Resources, Inc. (NYSE:EOG – Free Report) by 67.1% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 3,236 shares of the energy exploration company’s stock after purchasing an additional 1,300 shares during the period. […]

OneAscent Wealth Management LLC trimmed its position in Exxon Mobil Corporation (NYSE:XOM – Free Report) by 46.0% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 3,534 shares of the oil and gas company’s stock after selling 3,006 shares during the period. […]

OneAscent Wealth Management LLC lowered its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 16.8% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,849 shares of the credit-card processor’s stock after selling 374 shares during the quarter. OneAscent Wealth Management […]

OneAscent Family Office LLC grew its holdings in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 73.9% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,659 shares of the credit services provider’s stock after buying an additional 705 shares during […]

OneAscent Investments celebrates the achievement of a 4-Star Morningstar Rating for its International Equity ETF, marking success in values-aligned investing.

OneAscent proudly celebrates its philanthropic success as Excellence in Giving surpasses $1 billion in charitable grants, aiding countless organizations worldwide.

OneAscent has acquired Excellence in Giving, a leading faith-based philanthropic firm, enhancing its commitment to values-aligned giving and advisory services.