OneAscent Holdings, LLC logo

OneAscent Holdings, LLC

9 Marks
LLC
First Filed:Sep 28, 2017Latest Filed:Jan 21, 2026Address:23 Inverness Center Parkway, Birmingham, AL 35242

Portfolio Overview

Registered
3(33%)
Pending
2(22%)
Dead
4(44%)

Top Classes

Class 36
Insurance, Financial Services & Real Estate
9(100%)

TTAB Proceedings

No litigation activity

Top Firms

Shumaker, Loop & Kendrick, L...(Mar 2025)
8

Trademark Portfolio

9 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
THE VALUES-ALIGNED JOURNEY
PENDING
Owner:
Serial:99607264
Filed:Jan 21, 2026
Classes:36
Goods & Services
Class 036: Financial administration of retirement plans; Financial advice; Financial advisory and consultancy services; Financial consultation; Financial investment brokerage; Financial investment brokerage services; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio management; Financial retirement plan consulting services; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Strategic financial advisory services
INVESTING THAT ELEVATES
INVESTING THAT ELEVATES
Service Mark
Word
ITU
PENDING
Owner:
Serial:99090554
Filed:Mar 18, 2025
Classes:36
Goods & Services
Capital investment consultancy; Capital investment services; Financial administration of retirement plans; Financial advice; Financial advisory and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial consultation; Financial investment brokerage; Financial investment brokerage services; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio management; Financial retirement plan consulting services; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, wealth management services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Insurance consultancy; Investment consultancy; Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of a capital investment fund; Management of securities portfolios; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing information in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Strategic financial advisory services; Capital investment consulting; Financial asset management; Financial portfolio analysis services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, life insurance settlement services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Fund investment consultation
FAITH BASED ADVISOR
FAITH BASED ADVISOR
Service Mark
Word
ABANDONED
Owner:
Serial:97211095
Filed:Jan 10, 2022
Classes:36
FAITH BASED INVESTOR
FAITH BASED INVESTOR
Service Mark
Word
ABANDONED
Owner:
Serial:97211113
Filed:Jan 10, 2022
Classes:36
FAITH DRIVEN ADVISOR
FAITH DRIVEN ADVISOR
Service Mark
Word
ABANDONED
Owner:
Serial:97211088
Filed:Jan 10, 2022
Classes:36
FAITH DRIVEN INVESTOR
FAITH DRIVEN INVESTOR
Service Mark
Word
ABANDONED
Owner:
Serial:97211072
Filed:Jan 10, 2022
Classes:36
90842722
90842722
Service Mark
Design
REGISTERED
Owner:
Serial:90842722
Filed:Jul 22, 2021
Classes:36
Registration:6994411
Registered:Mar 7, 2023
Goods & Services
Financial administration of retirement plans; Financial advice; Financial advisory and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial consultation; Financial investment brokerage; Financial investment brokerage services; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio management; Financial retirement plan consulting services; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, wealth management services; Investment consultancy; Investment consultation; Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Management of portfolios of transferable securities; Management of securities portfolios; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing information in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Strategic financial advisory services; Capital investment consulting; Consultancy services relating to insurance; Financial asset management; Financial portfolio analysis services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs
ONEASCENT
ONEASCENT
Service Mark
Word
REGISTERED
Owner:
Serial:90842752
Filed:Jul 22, 2021
Classes:36
Registration:7238767
Registered:Dec 12, 2023
Goods & Services
Consultancy of capital investment; Financial administration of retirement plans; Financial advice; Financial advisory and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial consultation; Financial investment brokerage; Financial investment brokerage services; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio management; Financial retirement plan consulting services; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, wealth management services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Insurance consultancy; Investment consultancy; Investment consultation; Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of a capital investment fund; Management of securities portfolios; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing information in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Strategic financial advisory services; Capital investment consulting; Financial asset management; Financial portfolio analysis services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, life insurance settlement services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Fund investment consultation
ONEASCENT
ONEASCENT
Service Mark
Combined
REGISTERED
Owner:
Serial:87626999
Filed:Sep 28, 2017
Classes:36
Registration:5538946
Registered:Aug 14, 2018
Goods & Services
Financial administration of retirement plans; Financial advice; Financial advisory and consultancy services; Financial consultation; Financial investment brokerage; Financial investment brokerage services; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio management; Financial retirement plan consulting services; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, wealth management services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Strategic financial advisory services

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