SourcingSourcing

STORYONE LLC

C34
CRD 331394·SEC 801-130451·OVERLAND PARK, KS
AUM
$259.4M
$100M-$500M
Est. Revenue
$2.6M
@ 1% on AUM
Est. EBITDA
$778K
@ 30% margin
Est. Deal Value
$6.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STORYONE LLC
CRD
331394
SEC file #
801-130451
EIN
992828475
DBA names
Storyone Family Office

Economics

AUM
$259.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$143.5M → $259.4M▲ +81%
Client mix
Individuals Other81
Individuals High Net Worth51
Charitable Organizations3

Operations

Employees (total)
8
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
5 advisors → 4 advisors▼ -20%
Primary office
OVERLAND PARK KS
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
04/28/2026
ADV-W filed at
—
Website
linkedin.com/company/storyone-family-office(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CHRISTENSEN, JOHN, AARON
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
CHRISTENSEN, JOHN, AARON
Bond, Cameron
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002079652
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-01-28
Edgar Last Filing Date
2026-04-22
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-04-22
Accession0002079652-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Raymond James4
E*trade4
Edgar Addresses
Mailing
7501 COLLEGE BLVDSUITE 120OVERLAND PARK, KS 66210
Business
7501 COLLEGE BLVDSUITE 120OVERLAND PARK, KS 66210
Edgar EIN
992828475
Edgar Recent Filings
13F-HR2026-04-22 · 0002079652-26-000002
13F-HR2026-01-28 · 0002079652-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
5524809
Trust Company Affiliate
No

People (4)

4
CHRISTENSEN, JOHN, AARON
IAR · Direct Owner · 62.5%
5524809
Bond, Cameron
IAR · Direct Owner · 37.5%
6735424
CONKLIN III, KENNETH, EUGENE
Direct Owner · 17.5%
5013108
MADELINE ROSE BAYNE
IAR
6942239