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STORYONE FAMILY OFFICE
Legal name: STORYONE LLC
CRD 331394File 801-130451
APPROVED
Retail clients
Filing as of Apr 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$259.4M
Below cohort median (national)
Discretionary AUM
$259.4M
Clients
135
729 accounts
Employees
8
Below cohort median in KS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jun 7, 2024
- Principal office
- 7501 COLLEGE BLVD, SUITE 120, OVERLAND PARK, KS, 66210
- Phone
- 913-544-0600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $259.4M
- Discretionary AUM
- $259.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 729
- Non-discretionary accounts
- 0
- Total accounts
- 729
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 3 | $32.8M |
| High net worth individuals | 51 | $197.5M |
| Individuals (other than high net worth individuals) | 81 | $29.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- 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 11This 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.