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ONESEVEN
Legal name: MGO ONE SEVEN LLC
CRD 283087File 801-107829
APPROVED
Retail clients
Custody
Filing as of Apr 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$7.72B
Top 10% of cohort (national)
Discretionary AUM
$7.68B
Non-discretionary $40.9M
Clients
16,327
26,700 accounts
Employees
264
Top 10% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 16, 2016
- Principal office
- 24400 CHAGRIN BLVD., SUITE 310, BEACHWOOD, OH, 44122
- Phone
- 216-865-1700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $7.72B
- Discretionary AUM
- $7.68B
- Non-discretionary AUM
- $40.9M
- Discretionary accounts
- 26,562
- Non-discretionary accounts
- 138
- Total accounts
- 26,700
- AUM per client
- $473K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 192 | $207.4M |
| Charitable organizations | 47 | $51.9M |
| High net worth individuals | 1,908 | $4.32B |
| Pension and profit sharing plans | 301 | $178.4M |
| Individuals (other than high net worth individuals) | 13,879 | $2.96B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — SOLICITORS' FEES FOR REFERRALS TO OTHER MONEY MANAGERS
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 16335 | 16327 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.