Wealth Manager
    SEC Registered
    Manages Private Funds

    Oneseven

    Registered investment advisor · Beachwood, Ohio · CRD #283087

    Assets Under Management
    $7.7B
    Client Accounts
    26,700
    Employees
    264
    CRD Number
    283087
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Raymond James & Associates, Inc., Nationwide Trust Company, Fidelity Distributors Company Llc, Axos Invest, Inc

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

    About Oneseven

    OneSeven is a dynamic financial advisory firm that partners with independent advisors to help them grow personally, professionally, and financially. It offers a growth platform, OneSeven Venture, to scale businesses and manage over $8.9 billion in assets. OneSeven is a registered investment adviser with the SEC.

    Fee Structure

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

    Contacts, 13F holdings & brochure intel for Oneseven

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    Frequently Asked Questions

    What is Oneseven's AUM?

    Oneseven reports approximately $7.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Oneseven headquartered?

    Oneseven is headquartered in Beachwood, Ohio.

    What is Oneseven's CRD number?

    Oneseven's CRD number is 283087. 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 Oneseven manage?

    Oneseven manages approximately 26,700 client accounts according to its latest SEC filing.

    Is Oneseven SEC registered?

    Yes, Oneseven is registered with the SEC as an investment adviser with an approved registration status.

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