ONE DAY IN JULY LLC

RIASEC RegisteredEst. 2018

Total AUM

$1.4B

Discretionary

$1.3B

99% of AUM

Avg account

$340K

Accounts

4,011

Employees

Advisory reps

Firm details

Headquarters: BURLINGTON, Vermont
CRD number: 284335
Registered since: August 15, 2018
Website: www.onedayinjuly.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI68.62%
Individuals28.81%
Charitable Organizations1.47%
Pension & Profit Sharing Plans1.06%
Corporations / Businesses0.04%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

One Day In July LLC is an independent registered investment adviser structured as a limited liability company and operating since 2018. The firm serves both individual/family clients and institutional clients and offers a mix of financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, plus investor education through newsletters and seminars. Its fee arrangements combine asset-based charges and fixed-fee work. The firm does not identify as an ESG-focused investor and is not listed as a multi-state adviser. One Day In July lists a range of advisory services but is not a capital allocator in the sense of running third-party fund-of-funds platforms. The firm received recognition in Citywire’s “50 Growers Across America” in 2024.