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STORYONE FAMILY OFFICE
STORYONE LLC
CRD 331394 · SEC 801-130451
7501 COLLEGE BLVD, SUITE 120, OVERLAND PARK, KS, 66210, United States
Phone
913-544-0600
Fax
913-544-0005
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$259.4M
Discretionary AUM
$259.4M
Team
8 total employees; 4 advisory reps; 3 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 81 | $29.1M |
| High net worth individuals | 51 | $197.5M |
| Charitable organizations | 3 | $32.8M |
States served
KS, NE, MO, TX
All web addresses on file
Official SEC filing: View on IAPD