One Day in July LLC

RIASEC Registered

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 RIA organized as an LLC that provides financial planning and portfolio management to both individuals/families and institutional clients. The firm is SEC-registered (registration in 2018) and bills clients using a mix of percentage-of-AUM and fixed fees. Its advisory services span financial planning, discretionary portfolio management for individuals and businesses, pension consulting, and client education through published periodicals and seminars. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. One Day in July also markets to both individual/family and institutional client segments and maintains an owner structure classified as individual. The firm was named to Citywire’s "50 Growers Across America" list in 2024.