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Manager · Oneascent Financial Services LLC

Harry N. Pearson

CRD 2847191 · Named on Form ADV at 5 SEC-registered advisers

At a glance

Oneascent Financial Services LLC, an SEC-registered wealth manager based in Birmingham, AL with $3.5 billion in regulatory assets, lists Harry N. Pearson on its Form ADV as Manager, a control person. The SEC filings also name Harry at 4 other registered advisers.

Firms and roles

AtlasMembers

Harry’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
5 firmsLocked
Control-person status
5 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 Harry’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.