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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2012
- Office Locations
- 1
Office Locations
About ONE Across Capital, LLC
One Across Capital, LLC is a Maplewood, NJ registered investment adviser serving retail clients with portfolio management focused on asset allocation using public funds and ETFs, with exposure across mutual funds and select alternatives such as real estate, hedge funds, and fixed income. The firm primarily custodies assets at Fidelity/NFS.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 13 clients, or 13 clients per representative. That equates to $463.0K in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on March 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
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Owner & Executives
DAVID NEIL MARKS
Chief Compliance Officer, Director Of Business Development, Managing Member
- CRD
- #4088786
- Ownership
- 50% but less than 75%
PAUL DOAK SERGENT
--
- CRD
- --
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,019,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,019,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
ONE Across Capital, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.