SourcingSourcing

ONE ADVISORY PARTNERS, LLC

C40
CRD 161614·SEC 801-74388·OVERLAND PARK, KS
AUM
$369.5M
$100M-$500M
Est. Revenue
$3.7M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ONE ADVISORY PARTNERS, LLC
CRD
161614
SEC file #
801-74388
EIN
454357540
DBA names
—

Economics

AUM
$369.5M
AUM band
$100M-$500M
AUM trajectory
'20'26
$212.0M → $369.5M▲ +74%
Client mix
Individuals Other213
Individuals High Net Worth101

Operations

Employees (total)
11
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
3 advisors → 9 advisors▲ +200%
Primary office
OVERLAND PARK KS
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/04/2026
ADV-W filed at
—
Website
twitter.com/oneadvpartners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RONALD N. SANDERS REVOCABLE LIVING
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
RONALD N. SANDERS REVOCABLE LIVING
SANDERS, RONALD, NELSON
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:one.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
3
Form 5500 Total Compensation
67,054
Form 5500 Compensation Trajectory 3y
202567,054
Form 5500 Plan Count Trajectory 3y
20253
Schedule C Total Compensation
67,054
Schedule C Service Provider Rows
3

SEC EDGAR

Edgar Cik
0001819695
Edgar Registered
Yes
Edgar Filing Count
27
Edgar First Filing Date
2020-09-29
Edgar Last Filing Date
2026-04-13
Edgar 13f Count
25
Edgar 13f Latest AUM Estimate
Filing Date2026-04-13
Accession0001819695-26-000005

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fidelity2
Edgar Addresses
Mailing
5440 W 110TH STREETSUITE 300OVERLAND PARK, KS 66211
Business
5440 W 110TH STREETSUITE 300OVERLAND PARK, KS 66211
Edgar EIN
454357540
Edgar Recent Filings
13F-HR2026-04-13 · 0001819695-26-000005
13F-HR2026-01-12 · 0001819695-26-000002
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (7)

7
BOOZE, JONATHAN, LAWRENCE
IAR · Executive Officer · 2.5%
2254390
SANDERS, RONALD, NELSON
IAR · Executive Officer · 2.5%
2096347
Michele Lee Gawthrop
IAR
7214784
Scott Andrew Rojas
IAR
2375298
CHRISTEL PARKINSON TURKIEWICZ
IAR
2941748
DANIEL J MILLER
IAR
4503339
WILLIAM ANDREW SNIDER
IAR
2978549