Oneseven

RIASEC RegisteredEst. 2016

Total AUM

$7.7B

Discretionary

$7.7B

99% of AUM

Avg account

$289K

Accounts

26,700

Employees

264

Advisory reps

127

Firm details

Headquarters: Beachwood, Ohio
CRD number: 283087
Registered since: May 16, 2016
Website: weareoneseven.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, AXOS CLEARING LLC, GOLDMAN SACHS CUSTODY SOLUTIONS
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI55.98%
Individuals38.33%
Corporations / Businesses2.69%
Pension & Profit Sharing Plans2.31%
Charitable Organizations0.67%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Oneseven is an independent, SEC-registered registered investment adviser organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm offers a mix of financial planning and portfolio management services—including work for individuals and small businesses—alongside pension consulting, selection of third‑party advisers, and educational seminars. Its fee toolkit is flexible: percentage-of-AUM fees sit alongside hourly, fixed‑fee and other arrangements. The firm is not positioned as an ESG-focused manager. Oneseven also maintains industry relationships beyond pure advisory work. It lists affiliations with broker-dealers and insurance companies and serves as sponsor, general partner or managing member for pooled investment vehicles, which supports its role in arranging or overseeing private investments.