ONESEVEN

RIASEC RegisteredEst. 2016

Total AUM

$7.7B

Discretionary

$7.7B

99% of AUM

Avg account

$289K

Accounts

26,700

Employees

264

Advisory reps

126

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

FINTRX

Overview

Oneseven is an independent registered investment adviser organized as an LLC and operating as a capital allocator to both individual/family and institutional clients. The firm has been SEC-registered since 2016 and offers a mixture of fee arrangements including percentage-of-AUM, hourly and fixed-fee engagements. Its stated advisory capabilities include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting and educational seminars and workshops. Oneseven does not identify as an active ESG investor. The firm’s owner profile is a combination of a domestic entity and individual ownership. As a capital allocator, Oneseven sources and places client capital with outside managers and funds in addition to managing public securities and pooled investments directly.