RIA Intel›Advisers›Colorado›ONE FUNDS, LLC

ONE FUNDS, LLC

Advisory

N·COLORADO SPRINGS, CO

Data as of Aug 21, 2024 · Source: SEC Form ADV

Total AUM

$507M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

6

Assets Under Management

Total AUM$507M

Discretionary AUM$57M

Non-Discretionary AUM$450M

Discretionary %11.3%

Total Clients3

Team

Total Employees6

Investment Advisers18

Employee Growth (1Y)—

Filing History

Total Filings on Record4

First FilingJun 10, 2024

Latest FilingAug 21, 2024

🔒 Full AUM trend chart and 4 historical filings spanning 1 year

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ONE FUNDS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.