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President · Oneascent Investment Solutions, LLC

Coleman J. Pearson

CRD 6714346 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Oneascent Investment Solutions, LLC, an SEC-registered asset manager based in Birmingham, AL with $987 million in regulatory assets, lists Coleman J. Pearson on its Form ADV as President, a control person. The SEC filings also name Coleman at 1 other registered adviser.

Firms and roles

AtlasMembers

Coleman’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Coleman’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.