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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-15-2016
- Office Locations
- 4
Office Locations
About ONE DAY IN July LLC
One Day In July is an independent, fee-only fiduciary RIA providing investment management and financial planning for individuals, families, and institutions. Portfolios emphasize diversified, low-cost index ETFs (including Vanguard and iShares) with attention to tax efficiency and risk reduction, often using U.S. Treasury bond indexes for downside protection. Client assets are custodied at Charles Schwab. The firm also offers a proprietary simulator to illustrate the long-term impact of fees on outcomes.
Reported data analysis
What the numbers show
Between October 22, 2025 and February 4, 2026, reported AUM increased 25.2%, from $1.1B to $1.4B.
Across 5 reported observations, AUM increased 139.3% between May 27, 2022 and February 4, 2026, from $569.9M to $1.4B.
Of the latest reported AUM, 98.9% is discretionary and 1.1% is non-discretionary.
The firm reports 13 advisory representatives and 1,381 clients, or 106.2 clients per representative. That equates to $987.5K in reported AUM per client.
The profile lists 4 reported office locations and 10 years in operation. The source data was last updated on February 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full ONE DAY IN July LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Daniel Patrick Cunningham
Advisor, Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #6676005
- Ownership
- 75% or more
Burta Kelly
DIRECTOR OF OPERATIONS
- CRD
- #8114987
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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John Robert Bass
Financial Advisor
- CRD
- #8029907
Seth Patrick Gillim
Financial Advisor
- CRD
- #8001494
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,349,229,936 | $337,392 |
| Non-Discretionary | $14,479,000 | $1,206,583 |
| Total | $1,363,708,936 | $339,992 |
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Separately Managed Accounts
SMA allocation detail is available
ONE DAY IN July LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
ONE DAY IN July LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.