Storyone Family Office
Firm details
- Headquarters
- Overland Park, Kansas
- CRD number
- 331394
- Registered since
- June 7, 2024
- Website
- story-one.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI76.13%
- Charitable Organizations12.63%
- Individuals11.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Storyone Family Office is an independent RIA organized as a limited liability company that positions itself as a family-office style capital allocator for both high-net-worth individuals/families and institutional clients. The firm is registered with the SEC, having completed registration in 2024. Ownership is held by an individual, and the advisory platform combines fee models (percentage of AUM and fixed fees) with a menu of services that include financial planning, portfolio management for individuals/small businesses and for businesses/institutions, selection of other advisers, and educational seminars and workshops. Storyone notes affiliations with a trust company and a law firm, and it does not identify as an ESG-active 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 Funds62%
- Exchange Traded Equities26%
- Other7%
- State & Local Bonds4%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
John Christensen
CEO & Co-FounderCRD 5524809
Kenneth Conklin Iii
Chief Operating OfficerCRD 5013108
Contacts
3 of 3
Madeline Bayne
Family Wealth DirectorCRD 6942239
Cameron Bond
Senior Family Wealth DirectorCRD 6735424
John Ramshaw
Family Wealth DirectorCRD 7748315
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$154M in ETFs
91%
$140M
8%
$13.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $43.4M | 58,622 | 28.19% |
Location
Overland Park, KS
Johnson
Location
Overland Park, KS
Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Johnson
- Address
- 7501 College Blvd
- Time zone
- CT (UTC-6)
- Office locations
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