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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-01-2024
- Office Locations
- 3
Office Locations
About Storyone Family Office
StoryOne is an SEC-registered boutique multi-family office serving business owners and high-net-worth families with complex planning needs. The firm provides integrated financial planning, investment management, tax and estate planning, risk management, and business ownership/succession support. Portfolios may span public markets and alternatives including private equity, real estate, venture capital, and hedge funds. Differentiator: its StoryLens immersion process and specialist team approach.
Team overview
Insights
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN AARON CHRISTENSEN
Chief Compliance Officer, Owner, President
- CRD
- #5524809
- Ownership
- 50% but less than 75%
Cameron Bond
Director, Owner, President
- CRD
- #6735424
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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MADELINE ROSE BAYNE
Family Wealth Director
- CRD
- #6942239
Madeline Bayne
Family Wealth Director
- CRD
- --
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $259,411,503 | $355,846 |
| Non-Discretionary | $0 | -- |
| Total | $259,411,503 | $355,846 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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