Martin Nicole Smith
Investment adviser representative at Oneascent Family Offices
12 yearsExperience
1 stateRegistered in
$544.5MFirm assets
3 yearsFirm in business
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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
12 years in the industry.
- Oneascent Family OfficesFeb 2024 to now
- Oneascent Wealth Management LLCFeb 2024 to now
- Strauss Financial GroupJul 2022 to Feb 2024
- Commonwealth Financial NetworkJan 2022 to Jun 2022
- Everthrive Financial GroupJan 2022 to Jun 2022
- Strategic Financial PlanningMar 2021 to Jan 2022
- HomemakerNov 2017 to Mar 2021
- Strauss Financial GroupMar 2014 to Nov 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 5694652
- Firm CRD
- 323305