One Advisory Partners, LLC
Firm details
- Headquarters
- Overland Park, Kansas
- CRD number
- 161614
- Registered since
- March 22, 2012
- Website
- www.oneadvisorypartners.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI74.62%
- Individuals25.09%
- Charitable Organizations0.28%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
One Advisory Partners, LLC is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2012. The firm serves individual and family clients and describes itself as a capital allocator, offering financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and client education through seminars and workshops. Its fee model includes both a percentage-of-AUM component and fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Public Funds/Mutual Funds3%
- Cash & Cash Equivalents2%
Contacts
3 of 7
Daniel Miller
Private Wealth ManagerCRD 4503339
Michele Gawthrop
Private Wealth ManagerCRD 7214784
William Snider
Investment Advisor RepresentativeCRD 2978549
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 121Active vs passive
$727M in ETFs
68%
$495M
17%
$232M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $61.4M | 82,038 | 8.45% |
Location
Overland Park, KS
Johnson
Location
Overland Park, KS
Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Johnson
- Address
- 5440 W 110th St
- Time zone
- CT (UTC-6)
- Office locations
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