OVERLAND PARK, KSCRD 331394Latest ADV April 28, 2026
Storyone Family Office 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 28, 2026, reports $259M in regulatory assets under management, 8 employees, and 729 accounts.
Assets Under Management
$259M
Employees
8
Offices
--
Total Clients
135
Primary office
OVERLAND PARK, KS
7501 COLLEGE BLVD, SUITE 120, OVERLAND PARK, KS, United States
Top client segmentIndividuals represent 60.0% of total clients.
Top client categories% of clientsClients
1
Individuals
60.0%
81
2
HNWI
37.8%
51
3
Charitable
2.2%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$259Mas of April 28, 2026
Discretionary100.0%
$259M
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$259M
Total Accounts729
10Y AUM Change+$259M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee17:1
10Y Employee Change+2 (+33.3%)
* 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.