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Chief Operating Officer · Oneascent Financial Services LLC

Robert W. Grubb

CRD 6618081 · 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 Robert W. Grubb on its Form ADV as Chief Operating Officer, a control person. The SEC filings also name Robert at 4 other registered advisers.

Firms and roles

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Robert’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 Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.