|
⚲
|
| One Day in July LLC
✚
|
|
|---|---|
| CRD # | 284335 |
| SEC # | 801-113839 |
| CIK # | 0001823172 |
| AUM | $1.4 B (2026-02-04) |
| Employees | 23 (57% Investors, 0% Brokers) |
| Phone | 802-503-8280 |
| Address | 77 College St 3A Burlington, VT 05401 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 11.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 972 | 392.8 |
| (b) Individuals (high net worth individuals) | 379 | 935.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 14.5 |
| (h) Charitable organizations | 14 | 20.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 4,011 | 1,363.7 |
| By Discretionary | ||
| Discretionary | 3,999 | 1,349.2 |
| Non-Discretionary | 12 | 14.5 |
| Total | 4,011 | 1,363.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.4 | |
| United States Persons | 1,360.3 | |
| Total | 4,011 | 1,363.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001823172] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Strategic Wealth Investment Group LLC
✚
|
KY | 1.4 |
|
Private Client Services LLC
✚
|
KY | 1.4 |
|
Level Four Capital Management
✚
|
TX | 1.4 |
|
Onyx Bridge Wealth Group LLC
✚
|
NY | 1.4 |
|
Seaview Investment Managers LLC
✚
|
FL | 1.4 |
|
Packerland Brokerage Services Inc
✚
|
WI | 1.4 |
|
Midwest Capital Advisors LLC
✚
|
MI | 1.4 |
|
Total Investment Management Inc
✚
|
AZ | 1.4 |
|
SCF Investment Advisors Inc
✚
|
CA | 1.3 |
|
Payne Capital Management LLC
✚
|
NY | 1.3 |