$4.6M Total AUM
$4.6M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
12 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Optima foundationNorth
- Established Date
- 12-04-2013
- Office Locations
- 1
Office Locations
600 W. Republic Rd. Suite A-100 Springfield MO
About Advisor ONE, LLC
Advisor ONE, LLC is a Springfield-based RIA. The firm has been operating for 12 years. Managing $4.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Charitable Giving, Estate Planning.
Team overview
-- AVG AGE
$4.6M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
12.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Request access to benchmark trends tied to quantum.
Request access to benchmark trends tied to delta ember.
Upgrade to reveal position-level detail across vertex signal.
Full visibility includes strategy notes for bridge vertex capital.
Unlock to see real insight on summit optima capital.
Upgrade to reveal position-level detail across peak optima.
Request access to benchmark trends tied to capital prime.
Full visibility includes strategy notes for beacon matrix north.
Asset Classes
Vector frontier Vector
Client Personas
Vector atlas Radial
Custodian
Bridge delta Crest
Investment Themes
Value Peak Alpha
Investment Vehicles
Pioneer bridge Signal frontier
Platform
Alpha
Services
Eagle quantum Unison Prime element Value value Insight meridian North crest Unison Bridge legacy Frontier ember
Technology
Value Alpha horizon
Owner & Executives
R
ROGER ALLEN REKATE
Chief Compliance Officer, Manager, Owner, President
- CRD
- #2675879
- Ownership
- 75% or more
(971) 702-7158
horizon.beacon@northcapital.com
in linkedin.com/in/bridge-peak
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,600,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $4,600,000
Equity - Exchange:
25.0% Equity - OTC:
29.5% Public Funds:
19.5% Cash:
26.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,399,279,817 | 25.0% |
| Equity - OTC | $1,651,150,183 | 29.5% |
| Public Funds | $1,091,438,257 | 19.5% |
| Cash | $1,455,251,009 | 26.0% |
| Total | $5,597,119,266 | 100.0% |