# One Day in July LLC

> 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.

- CRD: 284335
- Filed as: ONE DAY IN JULY LLC
- Also doing business as: SHELBURNE FIDUCIARY PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Burlington, VT
- Filing period: October 2026
- Form ADV filing dated: September 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284335
- AdvisorCensus page: https://advisorcensus.com/firm/one-day-in-july-llc-burlington-vt-284335

## Quick answers

**How is One Day in July LLC compensated?**
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.

**Where is One Day in July LLC located?**
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).

**Is One Day in July LLC registered with the SEC or a state?**
One Day in July LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 284335.

**How much does One Day in July LLC manage?**
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).

**How have One Day in July LLC's assets and staff changed since 2021?**
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.

**What types of clients does One Day in July LLC serve?**
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).

**Which custodians does One Day in July LLC use?**
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.

**Does One Day in July LLC report any disciplinary disclosures?**
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

**What changed in One Day in July LLC's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in NC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,363,708,936
- Discretionary: $1,349,229,936
- Non-discretionary: $14,479,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 972 | $392,849,232 |
| High net worth individuals | 379 | $935,810,526 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 12 | $14,479,000 |
| Charitable organizations | 14 | $20,000,867 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 4 | $569,311 |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 23 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, LA, MA, MD, ME, NC, NH, NJ, NY, PA, SC, TX, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Bennington, VT
- Hanover, NH
- Middlebury, VT
- Montpelier, VT
- Morrisville, VT
- Northampton, MA
- Rutland, VT
- St. Petersburg, FL
- Vergennes, VT

### Websites listed on Form ADV (Item 1.I)
- eventbrite.com/o/one-day-in-july-34301369503
- onedayinjuly.com
- Facebook @OneDayInJuly
- Instagram @onedayinjuly_investing
- LinkedIn @one-day-in-july-llc
- X @onedayinjuly_
- YouTube @UC6AWdgam_8FL5RWgekO_zbg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $368,760,134 | 15 | July 13, 2021 |
| October 2022 | $569,936,310 | 15 | May 27, 2022 |
| October 2023 | $587,450,438 | 18 | August 2, 2023 |
| October 2024 | $797,669,157 | 16 | March 28, 2024 |
| October 2025 | $1,089,449,663 | 20 | January 31, 2025 |
| October 2026 | $1,363,708,936 | 23 | September 30, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in NC.

### March 2026
- 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.

### December 2025
- Registered or notice-filed in NJ, SC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. One Day in July LLC (CRD 284335): Form ADV filing data as of October 2026.