Justin Charles Cramer

Oneascent Family Offices

14 Years of Experience

3 Disclosures

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

23 Inverness Parkway, Birmingham, AL, 35242

Get directions

History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

April 2022

Settled

Customer Dispute

February 2021

Settled

Employment Separation After Allegations

January 2015

View Full SEC Report How to Read Disclosures

Other Business Activities

Justin is a partner/member of Bluff Mountain Lodge, LLC, a real estate company involved in purchasing and selling property. This investment-related activity takes about 10-20% of Justin's time.