Storyone LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Storyone LLC
CRD #331394
SEC #801-130451
CIK #0002079652
AUM 259.4 M (2026-04-28)
Employees 8 (50% Investors, 0% Brokers)
Phone913-544-0600
Address7501 College Blvd
Overland Park, KS 66210
Source [IAPD] [EDGAR] [Website] [Facebook] [Instagram]
Total AUM ($M)
3002401801206002010201520212027
CIK Period
0002079652
Sector Form 13F Holdings Value ($M)
AbbVie Inc 0.0
Advanced Micro Devices Inc 0.0
Alphabet Inc 0.0
Alphabet Inc 0.0
Amazon Com Inc 0.0
Amphenol Corp /DE/ 0.0
Apple Inc 0.0
Applied Materials Inc /DE 0.0
Bank of America Corp /DE/ 0.0
Broadcom Inc 0.0
Caterpillar Inc 0.0
Chevron Corp 0.0
Cisco Systems Inc 0.0
Coca Cola Co 0.0
Costco Wholesale Corp /NEW 0.0
Lilly Eli & Co 0.0
Fidelity Wise Origin Bitcoin Fund 0.0
General Electric Co 0.0
GE Vernova Inc 0.0
Goldman Sachs Group Inc 0.0
Home Depot Inc 0.0
Honeywell International Inc 0.0
 
 
 
 
 
 
 
 
 
Prev | Page 1 | Next
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 81 29.1
(b) Individuals (high net worth individuals) 51 197.5
(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 3 32.8
(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 729 259.4
By Discretionary
Discretionary 729 259.4
Non-Discretionary 0 0.0
Total 729 259.4
By Non-United States Persons
Non-United States Persons 23.8
United States Persons 235.6
Total 729 259.4
EDGAR Form CIK 2011 - 2026
13F-HR [0002079652]
Firm Profile (Form ADV)
Clients3 (9 non-US)
ServesInstitutional, Retail, Research
Comparable Firms State AUM
CGI Plan Advisors Inc
PA 261.0 M
The Wealth Conservancy Inc
CO 260.0 M
Archetype Advisors LLC
PA 260.0 M
Braeburn Wealth Management LLC
MI 259.4 M
Davis Capital Management LLC
FL 259.0 M
an Exceptional Life Financial LLC
IN 258.9 M
Ables Iannone Moore & Associates Inc
GA 258.7 M
Redwood Family Wealth LLC
TX 258.5 M
McDonough Capital Management Inc
FL 258.2 M
Koenig Investment Advisory LLC
OR 258.2 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com