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 SEC-registered, independent RIA organized as an LLC that positions itself as a capital allocator for both individual/family and institutional clients. The firm provides comprehensive advisory services including financial planning, portfolio management for individuals/small businesses and for businesses/institutions, manager selection, and educational workshops. Its fee model combines percentage-of-AUM and fixed-fee arrangements. Storyone does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 2JOHN CHRISTENSEN
CEO & Co-FounderCRD 5524809
KENNETH CONKLIN III
Chief Operating OfficerCRD 5013108
Contacts
2 of 2MADELINE BAYNE
Family Wealth DirectorCRD 6942239
Cameron Bond
Senior Family Wealth DirectorCRD 6735424
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$136M in ETFs
93%
$126M
7%
$9.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $34M | 0 | 25.06% |
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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