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STORYONE FAMILY OFFICE

OVERLAND PARK, KS · CRD 331394 · IAPD ↗ · 913-544-0600

$259.4MRegulatory AUM
4Advisory reps
8Employees
3Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
April 2026 — STORYONE FAMILY OFFICE reported RAUM up 81% ($143.5M -> $259.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2025 — STORYONE FAMILY OFFICE grew from 2 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
December 2024 — STORYONE FAMILY OFFICE moved its main office from LEAWOOD, KS to OVERLAND PARK, KS.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
70
November 2024 — STORYONE FAMILY OFFICE's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
November 2024 — STORYONE FAMILY OFFICE reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
July 2024 — STORYONE FAMILY OFFICE (LEAWOOD, KS) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.