OVERLAND PARK, KSCRD 161614Latest ADV April 4, 2026
One Advisory Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Overland Park, KS. Its latest Form ADV filing, dated April 4, 2026, reports $370M in regulatory assets under management, 11 employees, and 316 accounts.
Assets Under Management
$370M
Employees
11
Offices
--
Total Clients
314
Primary office
OVERLAND PARK, KS
5440 W 110TH ST., OVERLAND PARK, KS, United States
Top client segmentIndividuals represent 67.8% of total clients.
Top client categories% of clientsClients
1
Individuals
67.8%
213
2
HNWI
32.2%
101
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$370Mas of April 4, 2026
Discretionary100.0%
$370M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$370M
Total Accounts316
10Y AUM Change+$195M (+111.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee29:1
10Y Employee Change+5 (+83.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.