Benjamin Jonathan Craft
Investment adviser representative at Oneascent Wealth Management
10 yearsExperience
1 stateRegistered in
$475.6MFirm assets
6 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
10 years in the industry.
- Oneascent Financial Services, LLCApr 2024 to now
- Oneascent Wealth ManagementJul 2020 to now
- Root +rain Landscaping LLCJun 2017 to now
- The Blade SpecialistJun 2016 to now
- Oneascent Financial Services LLCNov 2018 to Jul 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (AL).
Oneascent Wealth Management
Legal name: Oneascent Wealth Management LLC
$475.6MAssets managed
927Clients
6Advisers
6 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
- 7041794
- Firm CRD
- 308057