Randall Heath Morris
Investment adviser representative at Oneascent Family Offices
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$544.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Oneascent Family OfficesAug 2025 to now
- Oneascent Family OfficeAug 2025 to now
- Oneascent Wealth ManagementJul 2020 to now
- Oneascent Financial ServicesDec 2018 to Jul 2020
- Proequities, IncFeb 2010 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (AL).
Oneascent Family Offices
Legal name: Oneascent Family Office LLC
$544.5MAssets managed
78Clients
9Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4437994
- Firm CRD
- 323305