ONE DAY IN JULY LLC

CRD 284335File 801-113839

APPROVED

Retail clients

Filing as of Feb 4, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.36B

Above cohort median (national)

Discretionary AUM

$1.35B

Non-discretionary $14.5M

Clients

1,381

4,011 accounts

Employees

Top 25% of cohort in VT

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: Aug 15, 2018
Principal office: 77 COLLEGE ST. #3A, BURLINGTON, VT, 05401
Phone: (802) 503-8280
Website: https://www.instagram.com/onedayinjuly_investing/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.36B
Discretionary AUM: $1.35B
Non-discretionary AUM: $14.5M
Discretionary accounts: 3,999
Non-discretionary accounts: 12
Total accounts: 4,011
AUM per client: $987K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	4	$569K
Charitable organizations	14	$20.0M
High net worth individuals	379	$935.8M
Pension and profit sharing plans	12	$14.5M
Individuals (other than high net worth individuals)	972	$392.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other
Publications
Other advisory activities
Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
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.