CRD: 150312
ONE Source Advisory Services, LLC
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- Custodian
- LPL Financial · Merrill Lynch · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Vital momentum
- Established Date
- 05-13-2009
- Office Locations
- 1
Office Locations
About ONE Source Advisory Services, LLC
One Source Advisory Services is an Atlanta-based independent RIA serving individuals and small business owners with retirement planning, tax strategies, wealth management, and business consulting. The firm operates on a transparent, fee-based, product-neutral model with a collaborative planning process. Portfolios commonly emphasize ETFs alongside fixed income and cash management, and can be implemented through platforms such as LPL Financial.
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Owner & Executives
ERWIN MONDALE MATTHEWS
MANAGING PRINCIPAL, Principal
- CRD
- #2455848
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,086,247 | -- |
| Non-Discretionary | $5,159,000 | -- |
| Total | $16,245,247 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,245,247
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,030,322,793 | 38.8% |
| Cash | $2,179,020,771 | 27.9% |
| Equity - OTC | $2,600,766,728 | 33.3% |
| Total | $7,810,110,292 | 100.0% |