ONEFIRM CONSULTING, LLC

ONEFIRM CONSULTING, LLC is an SEC-registered investment adviser (CRD 291795). Regulatory assets under management: $5.6M.

Registration

• CRD: 291795
• Type: Registered investment adviser
• Phone: (407) 645-1779
• Latest filing: 2026-03-24
• Regulatory AUM: $5.6M
• Non-discretionary AUM: $5.6M
• Clients: 3
• Accounts: 14

Business model

Compensation: % of AUM, Other.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 291795 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search