Wealth Manager
    SEC Registered
    Manages Private Funds

    One Day in July LLC

    Registered investment advisor · Burlington, Vermont · CRD #284335

    Assets Under Management
    $1.4B
    Client Accounts
    4,011
    Employees
    23
    CRD Number
    284335
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About One Day in July LLC

    One Day In July LLC is an investment advisory firm founded in 2016, headquartered in Burlington, VT, offering fiduciary services and low-fee index fund investments. It serves individuals, institutions, and non-profits. The firm focuses on portfolio diversification and tax reduction.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for One Day in July LLC

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    Frequently Asked Questions

    What is One Day in July LLC's AUM?

    One Day in July LLC reports approximately $1.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is One Day in July LLC headquartered?

    One Day in July LLC is headquartered in Burlington, Vermont.

    What is One Day in July LLC's CRD number?

    One Day in July LLC's CRD number is 284335. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does One Day in July LLC manage?

    One Day in July LLC manages approximately 4,011 client accounts according to its latest SEC filing.

    Is One Day in July LLC SEC registered?

    Yes, One Day in July LLC is registered with the SEC as an investment adviser with an approved registration status.

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