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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| One Advisory Partners LLC
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|---|---|
| CRD # | 161614 |
| SEC # | 801-74388 |
| CIK # | 0001819695 |
| AUM | $243.3 M (2025-07-16) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 913-663-2376 |
| Address | 5440 W 110th St Overland Park, KS 66211 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| LOAR Holdings Inc | 21.5 | ||
| Nvidia Corp | 10.3 | ||
| Global MOFY Metaverse Ltd | 10.2 | ||
| iShares Comex Gold Trust | 4.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 166 | 63.1 |
| (b) Individuals (high net worth individuals) | 75 | 179.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 243 | 243.3 |
| By Discretionary | ||
| Discretionary | 243 | 243.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 243 | 243.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 243.3 | |
| Total | 243 | 243.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001819695] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
One Advisory Partners LLC
✚
|
KS | 0.2 |
|
Sanders Booze Capital Advisors LLC
✚
|
KS | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
SIMS Investment Management LLC
✚
|
OH | 0.2 |
|
Sound Stewardship LLC
✚
|
KS | 0.2 |
|
Core Capital Management and Research Inc
✚
|
TX | 0.2 |
|
Retirement Strategies Ltd
✚
|
OH | 0.2 |
|
Accelerate Investment Advisors LLC
✚
|
CA | 0.2 |
|
Philip O Johnson & Company Ltd
✚
|
AZ | 0.2 |
|
PKS Investment Advisors LLC
✚
|
MD | 0.2 |
|
Saybrook Wealth Group Inc
✚
|
CT | 0.2 |
|
Elevation Capital Advisory LLC
✚
|
OR | 0.2 |
|
Koenig Investment Advisory LLC
✚
|
OR | 0.2 |