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| One Advisory Partners LLC
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|---|---|
| CRD # | 161614 |
| SEC # | 801-74388 |
| CIK # | 0001819695 |
| AUM | 369.5 M (2026-04-04) |
| Employees | 11 (82% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 913-663-2376 |
| Address | 5440 W 110th St Overland Park, KS 66211 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| LOAR Holdings Inc | 16.8 | ||
| Nvidia Corp | 10.1 | ||
| Global MOFY Metaverse Ltd | 8.9 | ||
| iShares Comex Gold Trust | 3.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 213 | 92.7 |
| (b) Individuals (high net worth individuals) | 101 | 275.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 316 | 369.5 |
| By Discretionary | ||
| Discretionary | 316 | 369.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 316 | 369.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 369.5 | |
| Total | 316 | 369.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001819695] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Related Firms | State | AUM |
|---|---|---|
|
One Advisory Partners LLC
✚
|
KS | 369.5 M |
|
Sanders Booze Capital Advisors LLC
✚
|
KS |
| Comparable Firms | State | AUM |
|---|---|---|
|
Pinnacle Family Advisors LLC
✚
|
MO | 371.7 M |
|
Olistico Wealth LLC
✚
|
OK | 371.5 M |
|
Atala Financial Inc
✚
|
CA | 370.7 M |
|
Donoghue Forlines LLC
✚
|
MA | 370.5 M |
|
Rebel Financial LLC
✚
|
OH | 370.5 M |
|
Blackridge Asset Management LLC
✚
|
FL | 370.3 M |
|
Baron Financial Group LLC
✚
|
NJ | 369.1 M |
|
Yosemite Capital Management LLC
✚
|
CA | 369.0 M |
|
PKS Investment Advisors LLC
✚
|
MD | 367.2 M |
|
Strategy Financial Services LLC
✚
|
AZ | 366.7 M |