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Annual Financial Statements OACOX

Annual Financial Statements March 31, 2025

Fund	Prospectus	SAI	Product Overview Brochure	SEC Insider Holdings Reports	Supplement to Prospectus & SAI	Quarterly Holdings	Annual Financial Statements
OneAscent Capital Opportunities Fund (OACOX)	View	View	View	View	-	View	View

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Weekly Investment Update March 9, 2026

Ascension Wealth Management Joins OneAscent’s Growing Advisor Network

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Annual Financial Statements OACOX

Annual Financial Statements OACOX

Annual Financial Statements March 31, 2025

Aligning Values with Planning, Investing, & Giving

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Values-Alignment Assessment

Do your investments align with your values?

Now that you’ve identified what you’d like to avoid, let’s identify what you’d be proud to own.

Thanks for sharing what is most important to you!

Based on these answers, do you know if your current investments align with your values?

That’s great! We believe questions like these are extremely important and it seems like you do too!

If you would like to continue the conversation and learn how OneAscent can integrate your values into your entire financial plan, please share your info below and we’ll reach out.

Don't worry, you are not alone!

Who We Serve

What We Do

News & Insights

Who We Are

Work With Us

Annual Financial Statements OACOX

Annual Financial Statements March 31, 2025

Get In Touch

Email Address:

Phone Number:

Values-Alignment Assessment

Do your investments align with your values?

Now that you’ve identified what you’d like to avoid, let’s identify what you’d be proud to own.

Thanks for sharing what is most important to you!

Based on these answers, do you know if your current investments align with your values?

That’s great! We believe questions like these are extremely important and it seems like you do too!

If you would like to continue the conversation and learn how OneAscent can integrate your values into your entire financial plan, please share your info below and we’ll reach out.

Don't worry, you are not alone!