Wealth manager, independent · Overland Park, KS
Storyone Family Office
Storyone LLC · SEC-registered investment adviser · CRD 331394 · SEC 801-130451
At a glance
Storyone Family Office is an SEC-registered investment adviser based in Overland Park, Kansas, with $259 million in regulatory assets under management as of its Form ADV filed April 28, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 132 individual clients. By Form ADV it is a wealth manager, ranked 4,849th of 8,915 wealth managers and 10,884th of 17,210 SEC-registered advisers by assets.
Main office 913-544-0600story-one.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $259M
- Rank among wealth managers
- #4,849 of 8,915
- Rank among all SEC RIAs
- #10,884 of 17,210
- Rank in Kansas
- #88 of 134
- Individual clients
- 132
- High-net-worth clients
- 51
- Accounts
- 729
- Discretionary
- 100% of AUM
- Employees
- 8
- Advisory staff
- 4
- Offices
- 1
Owners and executives on its Form ADV
- John A. ChristensenOwner/cco
- Cameron BondOwner/president
- Kenneth E. Conklin IIIOwner/coo
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 51 | $197M | 76% |
| Charitable organizations | 3 | $33M | 13% |
| Individuals | 81 | $29M | 11% |
Disciplinary disclosures
Storyone Family Office reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗story-one.com ↗
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The full record on Storyone Family Office
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
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- Growth over one, three and five years
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- Rank against 6,394 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Storyone Family Office manage?
Storyone Family Office reports $259 million in regulatory assets under management across 729 accounts, 100% of it on a discretionary basis, on its Form ADV filed April 28, 2026.
What kind of firm is Storyone Family Office?
Storyone Family Office is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Storyone Family Office’s clients?
By assets, its largest client types are high-net-worth individuals ($197 million, 51 clients); charitable organizations ($33 million, 3 clients); individuals ($29 million, 81 clients).
Does Storyone Family Office have any disciplinary history?
Storyone Family Office reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Storyone Family Office’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-28), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →