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- Custodian
- Axos · Charles Schwab & Company · Lincoln Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-02-2019
- Office Locations
- 2
Office Locations
About Onesource Wealth Advisors
OneSource Financial provides tailored personal and commercial insurance (auto, home, life, health, and business) with a risk-assessment-led approach to protect clients’ assets, families, and businesses. Public filings also indicate a small wealth advisory practice for business owners and entrepreneurs, offering financial planning and asset allocation, commonly using ETFs and mutual funds, with custody at Charles Schwab. Team cites 20+ years of insurance experience.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
CONSTANTINE GEORGE BURLOS
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #4391109
- Ownership
- 50% but less than 75%
BLAKE MORAN CAMPBELL
Financial Advisor, General Partner, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #2705885
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,222,893 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,222,893 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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