{
  "crd_number": 284335,
  "slug": "one-day-in-july-llc-burlington-vt-284335",
  "primary_business_name": "ONE DAY IN JULY LLC",
  "legal_name": "ONE DAY IN JULY LLC",
  "dbas": [
    "SHELBURNE FIDUCIARY PARTNERS, LLC"
  ],
  "city": "Burlington",
  "state": "VT",
  "country": "United States",
  "cbsa_code": "15540",
  "metro": {
    "cbsa_code": "15540",
    "common_name": "Burlington",
    "msa_name": "Burlington-South Burlington, VT",
    "path": "/advisors/vt/burlington"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-08-15",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-09-30",
  "carried_forward": false,
  "raum_total": 1363708936.0,
  "raum_discretionary": 1349229936.0,
  "raum_non_discretionary": 14479000.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 23,
  "advisory_employees": 13,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": null,
      "count": 0
    },
    "charitable": {
      "raum": 20000867.0,
      "count": 14
    },
    "individuals": {
      "raum": 392849232.0,
      "count": 972
    },
    "banking_thrift": {
      "raum": null,
      "count": 0
    },
    "state_municipal": {
      "raum": null,
      "count": 0
    },
    "insurance_companies": {
      "raum": null,
      "count": 0
    },
    "investment_companies": {
      "raum": null,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 14479000.0,
      "count": 12
    },
    "other_investment_advisers": {
      "raum": null,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 935810526.0,
      "count": 379
    },
    "pooled_investment_vehicles": {
      "raum": null,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 569311.0,
      "count": 4
    },
    "business_development_companies": {
      "raum": null,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": null,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CT",
    "FL",
    "LA",
    "MA",
    "MD",
    "ME",
    "NC",
    "NH",
    "NJ",
    "NY",
    "PA",
    "SC",
    "TX",
    "VT"
  ],
  "websites": [
    "https://eventbrite.com/o/one-day-in-july-34301369503",
    "https://facebook.com/OneDayInJuly",
    "https://instagram.com/onedayinjuly_investing",
    "https://linkedin.com/company/one-day-in-july-llc",
    "https://onedayinjuly.com",
    "https://x.com/onedayinjuly_",
    "https://youtube.com/channel/UC6AWdgam_8FL5RWgekO_zbg/featured"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/284335",
  "city_as_filed": "BURLINGTON",
  "url": "https://advisorcensus.com/firm/one-day-in-july-llc-burlington-vt-284335",
  "display_name": "One Day in July LLC",
  "summary": "One Day in July LLC is an SEC-registered investment advisory firm in Burlington, VT, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 30, 2026.",
  "citation": "AdvisorCensus. One Day in July LLC (CRD 284335): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is One Day in July LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), One Day in July LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is One Day in July LLC located?",
      "a": "One Day in July LLC's principal office is in Burlington, VT, according to its Form ADV; the October 2026 filing also lists 9 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is One Day in July LLC registered with the SEC or a state?",
      "a": "One Day in July LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 284335."
    },
    {
      "q": "How much does One Day in July LLC manage?",
      "a": "One Day in July LLC reports $1,363,708,936 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (99% discretionary)."
    },
    {
      "q": "How have One Day in July LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for One Day in July LLC: Regulatory assets under management: $368,760,134 in the October 2021 data and $1,363,708,936 in the October 2026 data, up 270%. Total employees: 15 in October 2021 and 23 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does One Day in July LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (972); high net worth individuals (379); charitable organizations (14)."
    },
    {
      "q": "Which custodians does One Day in July LLC use?",
      "a": "One Day in July LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does One Day in July LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/284335"
    },
    {
      "q": "What changed in One Day in July LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Registered or notice-filed in NC."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 368760134.0,
      "total_employees": 15,
      "filing_date": "2021-07-13"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 569936310.0,
      "total_employees": 15,
      "filing_date": "2022-05-27"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 587450438.0,
      "total_employees": 18,
      "filing_date": "2023-08-02"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 797669157.0,
      "total_employees": 16,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1089449663.0,
      "total_employees": 20,
      "filing_date": "2025-01-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1363708936.0,
      "total_employees": 23,
      "filing_date": "2026-09-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Registered or notice-filed in NC."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 10 to 13.",
        "Regulatory assets under management went from $1,089,449,663 to $1,363,708,936 (+25%).",
        "Changed its office addresses in Middlebury, VT.",
        "Changed its office addresses in Vergennes, VT.",
        "Added an office in Bennington, VT.",
        "Added an office in Montpelier, VT.",
        "Added an office in Morrisville, VT.",
        "Added an office in Northampton, MA.",
        "Added an office in St. Petersburg, FL.",
        "No longer lists an office in Chesterbrook, PA."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in NJ, SC."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/one-day-in-july-llc-burlington-vt-284335.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 972,
      "fewer_than_5": false,
      "raum": 392849232.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 379,
      "fewer_than_5": false,
      "raum": 935810526.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 12,
      "fewer_than_5": false,
      "raum": 14479000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 14,
      "fewer_than_5": false,
      "raum": 20000867.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 4,
      "fewer_than_5": false,
      "raum": 569311.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/284335",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}