Joshua Shane Arrington

Oneascent Family Offices

8 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingEstate PlanningRetirement PlanningHigh Net Worth

Oneascent Family Offices

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

43 clients

Average Client Portfolio

$8.4M average

Assets Under Management

$360.2M

Fee Structure

Location

10401 West Interstate 10, Suite 119, San Antonio, TX, 78230

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Oneascent Family Offices

March 2025 - Present · 11 mos

Oneascent Financial Services LLC

September 2024 - Present · 1 yr 5 mos

Previous Registrations

Arkos Global Advisors, LLC

January 2020 - June 2024 · 4 yrs 5 mos

Banc One Securities Corporation

March 2004 - May 2004 · 2 mos

UBS Painewebber INC.

October 2000 - April 2003 · 2 yrs 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.