RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
H•••• N•••• P••••••
- Business email
- hpearson@oneascent.comreportedoneascent.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- O•••••••• C•••••• asset manager currentsince Apr 6, 2023 · Birmingham, Al
- O•••••••• F••••• O•••••• mixed wealth currentsince Nov 22, 2022 · Birmingham, Al
- O•••••••• W••••• M••••••••• independent RIA currentsince May 13, 2020 · Birmingham, Al
- O•••••••• F•••••••• S••••••• L•• independent RIA currentsince Apr 5, 2018 · Birmingham, Al
- A••••••••• F•••••••• S•••••••• L•• national BDMay 20, 1997 to Feb 21, 2017 · Huntsville, Al
- A••••••••• F•••••••• S•••••••• L•• to O•••••••• F•••••••• S••••••• L••left Feb 21, 2017, registered Apr 5, 2018 (408 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address