Onefirm Consulting, LLC

Overview

Onefirm Consulting, LLC is a small, owner-operated advisory firm that focuses on portfolio management for individuals and small businesses and the selection of other advisers. The firm operates as a limited liability company and describes itself as a capital allocator, indicating it can direct client capital to outside managers or vehicles when appropriate. Its client base is individual and family clients; services are delivered on a non-discretionary basis, meaning recommendations are implemented only with client consent. Investment activity is weighted heavily to public equities and exchange-traded instruments, with a preference for equity exposure rather than fixed income or cash. The firm reports no active ESG program and is not registered as a multi-state adviser. Compensation is structured primarily as a percentage of assets under management, supplemented by other fee arrangements. Onefirm Consulting lists a law firm among its industry affiliations, which may reflect a client base or referral network tied to legal professionals. In practice the firm also provides selection-of-adviser services, so it can place client assets with sub-advisors or third-party managers when that fits a client’s objectives.

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Public Holdings

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Location & Offices