Chief Compliance Officer · Oneascent Financial Services LLC
Tomonica M. Stoudemire
CRD 4810586 · Named on Form ADV at 3 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 Tomonica M. Stoudemire on its Form ADV as Chief Compliance Officer, a control person. The SEC filings also name Tomonica at 2 other registered advisers.
Firms and roles
- Oneascent Financial Services LLCChief Compliance OfficerWealth manager · Birmingham, AL · $3.5B in regulatory assets
- Oneascent Family OfficesChief Compliance OfficerAsset manager · Birmingham, AL · $544M in regulatory assets
- Oneascent Wealth ManagementChief Compliance OfficerWealth manager · Birmingham, AL · $476M in regulatory assets
AtlasMembers
Tomonica’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
- 3 firmsLocked
- Control-person status
- 3 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Harry N. PearsonManager, Oneascent Financial Services LLC
- Robert W. GrubbChief Operating Officer, Oneascent Financial Services LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Tomonica’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.