CRD: 129422
Norris Financial Group, LLC
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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Unison radialAlpha
- Established Date
- 11-27-2001
- Office Locations
- 1
Office Locations
About Norris Financial Group, LLC
Norris Financial Group (OneLife Wealth Management) provides comprehensive financial planning and goal-based portfolio management for individuals and families, specializing in custom planning for complex financial situations and long-term retirement goals. The team implements personalized investment strategies and can incorporate insurance solutions as needs change, with an explicit emphasis on transparency and fiduciary recommendations. Custody includes Schwab and Pershing.
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Investment Themes
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Platform
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Owner & Executives
TERRY LYNN NORRIS
Advisor, Chief Compliance Officer
- CRD
- #841386
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
Unlock allContacts
CALVIN BENJAMIN DAVIS
Investment Advisor Representative
- CRD
- #6346388
ALTMAN J NORRIS
--
- CRD
- #4894219
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $352,728,444 | $397,217 |
| Non-Discretionary | $275,312 | $45,885 |
| Total | $353,003,756 | $394,859 |
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Separately Managed Accounts
Total SMA Asset: $353,003,756
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $406,356,604 | 33.9% |
| Equity - Exchange | $316,454,700 | 26.4% |
| Cash | $303,269,088 | 25.3% |
| Other | $172,611,655 | 14.4% |
| Total | $1,198,692,047 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| LEGACY SIGNAL | PEAK INSIGHT | FLE2ODOZK | ZMVLA | 7.96% | $11,591,613 |
| MOMENTUM NORTH EAGLE | BRIDGE BRIDGE | 83L9F2193 | CCCYY | 2.20% | $105,596,675 |
| DELTA VALUE | FOCUS MERIDIAN | KW217ES1T | JDUO | 2.78% | $53,168,651 |
| FOUNDATION TIMBER | INSIGHT NORTH | ZQ7C6064M | VQQ | 7.04% | $113,750,067 |
| WAVE CATALYST ZENITH | PATHWAY TIMBER | 17LI1KMOD | ZDMI | 5.61% | $4,990,428 |
| SIGNAL WAVE PRIME | PRIME GLACIER | 7MDHGFB32 | MIBW | 6.56% | $105,362,156 |
| PEAK VALUE | INSIGHT BEACON | PGTFXBNUA | ZEQY | 1.44% | $44,840,064 |
| MOMENTUM OAK VERTEX | VALUE VITAL | ORKSZ5DBG | RUBR | 2.12% | $100,087,884 |