ONE ACROSS CAPITAL, LLC

RIASEC Registered
Total AUM
$6M
Discretionary
$6M
100% of AUM
Avg account
$376K
Accounts
16
Employees
1
Advisory reps
2

Firm details

Headquarters
MAPLEWOOD, New Jersey
CRD number
161034
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM
Client types
  • HNWI58.17%
  • Individuals41.83%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

One Across Capital, LLC is a small, fee-based advisory firm focused on portfolio management for individuals and small businesses. The firm operates as a limited liability company and charges clients a percentage of assets under management, providing discretionary portfolio management services. Investment activity centers on publicly available pooled vehicles—chiefly mutual funds—as the core building blocks of client portfolios, with supplemental exposure to third‑party alternative strategies. The adviser is not an active ESG investor and does not position itself as a multistate or pension consultant. Its business model reads like a boutique RIA: relatively low total assets, a concentrated client list, and an emphasis on outsourcing specific investment capabilities to external managers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 56%, Exchange Traded Equities 39%, Cash & Cash Equivalents 5%56%
  • Public Funds/Mutual Funds56%
  • Exchange Traded Equities39%
  • Cash & Cash Equivalents5%

Contacts

2 of 2
  • PAUL SERGENT

    MemberCRD 6024637

  • DAVID MARKS

    Analyst & Portfolio ManagerCRD 4088786

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MAPLEWOOD, NJ

ESSEX

Location

MAPLEWOOD, NJ

Headquartered in MAPLEWOOD, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
ESSEX
Address
145 Dunnell Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth