ONESOURCE FI LLC

Overview

Onesource Fi LLC is organized as a limited liability company and has been registered with the SEC as an investment adviser since 2021. The firm's ownership is recorded as a mix of a domestic entity and an individual, and FINTRX classifies the firm as "unclassified," indicating the platform does not assign it to a standard strategy bucket based on the information provided. The firm reports that it is not a capital allocator and does not identify as an active ESG investor. FINTRX also flags it as not a multi-state adviser, not newly formed (despite the 2021 registration), not a pension consultant, and not a related adviser. The firm has not supplied detail to FINTRX about its client segments, fee model, core advisory activities, or manager allocation preferences.

Location & Offices