Brian S. Watson

ONEASCENT CAPITAL

BIRMINGHAM, AL 35242

CRD#: 8055177

Some features on this profile are disabled

Professional summary

Brian Scott Watson, who also goes by B. Scott Watson, Scott Watson, is a registered financial advisor currently at ONEASCENT CAPITAL located in Birmingham, Alabama and ONEASCENT INVESTMENT SOLUTIONS, LLC located in Birmingham, Alabama.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Brian has worked at 2 firms .

At a Glance

Always Fiduciary

Aliases

B. Scott Watson | Scott Watson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Scott Watson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 31, 2025 - Present

ONEASCENT CAPITAL

Office #1: 23 Inverness Center Pkwy, Birmingham, AL 35242

RIA

CRD#: 323220

BIRMINGHAM, AL

Current

March 31, 2025 - Present

ONEASCENT INVESTMENT SOLUTIONS, LLC

Office #1: 23 Iverness Parkway Suite 100, Birmingham, AL 35242

RIA

CRD#: 285512

BIRMINGHAM, AL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ONEASCENT INVESTMENT SOLUTIONS, LLC

ONEASCENT FINANCIAL SOLUTIONS LLC | ONEASCENT INVESTMENT SOLUTIONS, LLC

CRD#: 285512 / SEC#: 801-110054

RIA

Registered Investment Advisory firm - (3/2/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Alabama
(3/31/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

ONEASCENT INVESTMENT SOLUTIONS, LLC

ONEASCENT FINANCIAL SOLUTIONS LLC | ONEASCENT INVESTMENT SOLUTIONS, LLC

CRD#: 285512 / SEC#: 801-110054

RIA

Registered Investment Advisory firm - (3/2/2017 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

23 Iverness Parkway Suite 100, Birmingham, AL 35242

Mailing Address

Phone number

(205) 313-9142

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A (3/12/2026)

Regulatory assets under management

Total Number of Accounts	47
AUM (Assets Under Management)	$ 987,228,107

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Quinn Carranza

FALCON WEALTH PLANNING, INC.

IAR

ONTARIO, CA

Nicholas George

CLEARMIND CAPITAL

IAR

COLUMBUS, OH

Joffre Encalada-rodas

FINALIS SECURITIES LLC

New York, NY

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Brian S. Watson

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Scott Watson's CRS (Customer Relationship Summary).

Certified licenses

Experience

ONEASCENT CAPITAL

ONEASCENT INVESTMENT SOLUTIONS, LLC

Primary Firm SEC Registration

ONEASCENT INVESTMENT SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Current Firm

ONEASCENT INVESTMENT SOLUTIONS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ONEASCENT INVESTMENT SOLUTIONS, LLC

TRUST BUT VERIFY

Similar Advisors