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- Custodian
- Axos · Charles Schwab & Company · Fidelity/NFS · Folio Investments · Raymond James · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Foundation frontierMomentum unison
- Established Date
- 05-16-2016
- Office Locations
- 72
Office Locations
About Oneseven
OneSeven is an SEC-registered RIA that pairs financial planning and portfolio management with client education through workshops and events, framed around seven elements of wellness. The firm operates as a collaborative national network of independent advisors selected for specialized expertise, serving both retail and institutional relationships. Investment work spans portfolio construction across ETFs, mutual funds, and fixed income, with access to alternatives where appropriate. Some advisors can offer brokerage through affiliated MGO Securities (FINRA/SIPC).
Team overview
Insights
Accredited Investors
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Client Personas
Custodian
Investment Themes
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Platform
Services
Technology
Owner & Executives
Adam Howard Blumenthal
Chief Growth Officer, Financial Advisor, General Partner
- CRD
- --
- Ownership
- Less than 5%
Marc David Borstein
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
Element ridge
Glacier radial matrix
- CRD
- #78067
- Ownership
- 16.8%
Showing 2 of 9 owners & executives
Unlock allContacts
Jonathan Craig Adams
Financial Advisor
- CRD
- #8272887
TAMI LYNNE ALOISA
Founder
- CRD
- #2596467
Eagle foundation
Unison matrix capital
- CRD
- #62154
Showing 2 of 134 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,676,862,163 | $289,017 |
| Non-Discretionary | $40,909,299 | $296,444 |
| Total | $7,717,771,462 | $289,055 |
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Separately Managed Accounts
Total SMA Asset: $7,717,771,462
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $152,108,132 | 18.1% |
| Equity - Exchange | $59,666,726 | 7.1% |
| Cash | $138,662,109 | 16.5% |
| Municipal Bonds | $88,239,524 | 10.5% |
| Corporate - Investment Grade | $172,277,166 | 20.5% |
| U.S. Government/Agency | $110,089,311 | 13.1% |
| Other | $119,333,450 | 14.2% |
| Total | $840,376,418 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EAGLE EMBER WAVE | SUMMIT SUMMIT | FHKN3DPHH | WZNKQ | 9.22% | $119,963,617 |
| BRIDGE EMBER | CATALYST INSIGHT | IRM1BL8R4 | RNTF | 4.31% | $11,690,936 |
| QUANTUM FOUNDATION | RIDGE PRIME | CCQK26092 | UPXX | 12.56% | $84,916,559 |
| RIDGE ATLAS EAGLE | HORIZON DELTA | CZFYWVIDW | NVK | 9.35% | $41,122,603 |
| FRONTIER LEGACY | BRIDGE FRONTIER | TM25ZDAY8 | KIQ | 4.67% | $13,291,391 |
| RADIAL BEACON OAK | VERTEX VALUE | 6KPKXNK27 | HZI | 1.80% | $109,969,299 |
| ALPHA OPTIMA | RIDGE EMBER | IVAGD1ODJ | DJKLO | 8.99% | $26,887,481 |
| GLACIER OAK | GLACIER ALPHA | 9R3SIMUO3 | BGXI | 7.74% | $49,921,379 |