Oneseven
Firm details
- Headquarters
- Beachwood, Ohio
- CRD number
- 283087
- Registered since
- May 16, 2016
- Website
- weareoneseven.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, AXOS CLEARING LLC, GOLDMAN SACHS CUSTODY SOLUTIONS
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI55.98%
- Individuals38.33%
- Corporations / Businesses2.69%
- Pension & Profit Sharing Plans2.31%
- Charitable Organizations0.67%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Oneseven is an independent limited liability advisory firm that functions as a capital allocator for both individual/family and institutional clients. The firm is SEC-registered (registered in 2016) and offers a mix of fee arrangements, including percentage-of-AUM, hourly, fixed-fee, and other billing structures. Advisory services reported by the firm include financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and educational seminars/workshops. Oneseven lists industry affiliations that include broker-dealer and insurance company relationships and notes roles as a sponsor, general partner, or managing member of pooled investment vehicles. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds47%
- Exchange Traded Equities38%
- Cash & Cash Equivalents5%
- State & Local Bonds4%
- US Government Bonds2%
Owners & executives
3 of 15
Herbert Chen
CEO, Senior Financial AdvisorCRD 6253062
Keith Beggs
Founder and CEOCRD 6317578
Joshua Flade
Team CIOCRD 5962068
Contacts
3 of 112
Augustus Martz
Financial AdvisorCRD 5648121
Christopher Bacon
Financial AdvisorCRD 5676016
Robert Harberson
Financial ConsultantCRD 5719123
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 842Active vs passive
$3.8B in ETFs
68%
$2.6B
24%
$1.2B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $166M | 241,195 | 4.33% |
Location
Beachwood, OH
Cuyahoga
Location
Beachwood, OH
Headquartered in Beachwood, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 24400 Chagrin Blvd
- Time zone
- ET (UTC-5)
- Office locations
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