{ "crd_number": 283087, "slug": "oneseven-beachwood-oh-283087", "primary_business_name": "ONESEVEN", "legal_name": "MGO ONE SEVEN LLC", "dbas": [ "ALTA VERA GLOBAL CAPITAL ADVISORS", "BEACON WAY WEALTH MANAGEMENT", "CALLAHAN FINANCIAL", "CAREY DITTOE WEALTH MANAGEMENT", "CHEN WEALTH SERVICES LLC", "CLIENTFIRST FINANCIAL STRATEGIES", "COMMUNITY FINANCIAL ADVISORS INC.", "CREATED WEALTH", "DWT WEALTH", "EVERGLADES PARKLAND ADVISORS", "FELDMEYER FINANCIAL GROUP", "FULSHEAR WEALTH", "GILTNER & ASSOCIATES", "HEMLOCK WEALTH MANAGEMENT", "HOPE FINANCIAL GROUP", "HTR WEALTH MANAGEMENT", "HYPERION WEALTH GROUP", "IRONCLAD WEALTH MANAGEMENT", "JP INVESTMENTS GROUP", "JTM WILLIAMS CAPITAL MANAGEMENT", "LAKE HOUSE PRIVATE WEALTH MANAGEMENT", "LEGACY ADVISORS", "LEGACY WEALTH GROUP", "LIFE TRANSITIONS PLANNING", "MAGNETIC NORTH FINANCIAL", "MANAGED WEALTH SOLUTIONS", "MARTZ FINANCIAL", "MB WEALTH MANAGEMENT GROUP", "MGO, INC.", "ONESEVEN / WE ARE ONE SEVEN", "ONPOINT WEALTH PARTNERS", "PACELINE 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"NJ", "NV", "NY", "OH", "OR", "PA", "SC", "TN", "TX", "UT", "VA", "WA", "WV" ], "websites": [ "https://altaveragca.com", "https://callahancincy.com", "https://chenwealthservices.com", "https://clientfirstfs.com", "https://createdwealth.com", "https://dwtwealth.com", "https://evergladesparklandadvisors.com", "https://facebook.com/ChenWealthServices", "https://facebook.com/CreatedWealthAdvisory", "https://facebook.com/EvergladesParklandAdvisors", "https://facebook.com/MBWealthManagementGroup", "https://facebook.com/MagneticNorthFinancial", "https://facebook.com/OneSevenAdvisors", "https://facebook.com/WillSumserHFG", "https://facebook.com/benhfeldmeyer", "https://facebook.com/investLocalCallahan", "https://facebook.com/ltplanners", "https://facebook.com/parkcitywealthadvisors", "https://facebook.com/profile.php?id=100087642038959", "https://facebook.com/profile.php?id=100089377575439", "https://facebook.com/profile.php?id=100093344137468", 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"https://linkedin.com/company/mb-wealth-management-group", "https://linkedin.com/company/mgo-inc-", "https://linkedin.com/company/park-city-wealth-advisors", "https://linkedin.com/company/stonecreek-advisors", "https://linkedin.com/company/wealthcreate", "https://linkedin.com/in/bernardsemon", "https://linkedin.com/in/christopher-gatsch-36780a20", "https://linkedin.com/in/james-selu-cfp%C2%AE-cbda-4ba3b65", "https://linkedin.com/in/jennifer-shintani-crpc-cmfc-aams-cbda-4005b611", "https://linkedin.com/in/josephcallahancfp", "https://linkedin.com/in/kevin-egan-wealthcorllc", "https://linkedin.com/in/matt-williams-cfp%C2%AE-crpc%C2%AE-apma%C2%AE-84685b22", "https://linkedin.com/in/will-sumser-cfp%C2%AE-04b312a8", "https://ltplanners.com", "https://magneticnorthfinancial.com", "https://martzfinancialllc.com", "https://mbwealthmanagementgroup.com", "https://mgo-inc.com", "https://mwsadvisor.com", "https://onesevenadvisor.com", "https://onesevenadvisor.com/groups/cdwm", "https://onesevenadvisor.com/groups/jp-investments", "https://palmcoastwealth.com", "https://parkcitywealthadvisors.com", "https://resolute-wealthmanagement.com", "https://risecapitaladvisor.com", "https://rjcampbellinvestmentsllc.com", "https://romerowealthmgmt.com", "https://rosehavenfamilyoffice.com", "https://s3retirement.com", "https://shintaniwealthmanagementservices.com", "https://stonecreek-advisors.com", "https://stratosoneseven.com", "https://structurewm.com", "https://tiktok.com/@morgan.knows.money", "https://valentinewealthadvisors.com", "https://wagdwt.com", "https://wealthcr8.com", "https://wealthplanninganddesign.com", "https://weareoneseven.com", "https://weekendatbernards.com", "https://wolfewealthwaco.com", "https://worldadvisors.com", "https://x.com/EvergladesPA", "https://x.com/LakeHousePWM", "https://x.com/MBWealthGroup", "https://x.com/MNorthFinancial", "https://x.com/StratosInvestRJ", "https://youtube.com/@mbwealthmanagementgroup9938/featured", "https://youtube.com/@mgoinvestments504", "https://youtube.com/channel/UC6B6R_nWLlrnU5DUpag6ejQ", "https://youtube.com/channel/UCWqtdGzrDEtK9OZKgGf7YtQ", "https://youtube.com/channel/UCXFsAU3n9CtMEl5s5jZZlYA", "https://youtube.com/channel/UCkmVGNVJMn_IF8YG2gy1cuw", "https://youtube.com/channel/UCt_Yyta4HwlWM_zvvQfAIwg" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283087", "city_as_filed": "BEACHWOOD", "url": "https://advisorcensus.com/firm/oneseven-beachwood-oh-283087", "display_name": "Oneseven", "summary": "Oneseven is an SEC-registered investment advisory firm in Beachwood, OH, registered since 2016, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated April 22, 2026.", "citation": "AdvisorCensus. Oneseven (CRD 283087): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)", "Other" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Pension consulting services", "Selection of other advisers (including private fund managers)", "Educational seminars/workshops" ], "quick_answers": [ { "q": "How is Oneseven compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Oneseven reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other." }, { "q": "What does Oneseven's brochure say about its fees?", "a": "Its Form ADV Part 2A brochure dated April 22, 2026 states: Asset-based fee: 0.05% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement." }, { "q": "Where is Oneseven located?", "a": "Oneseven's principal office is in Beachwood, OH, according to its Form ADV; the May 2026 filing also lists 39 other offices (Schedule D, Section 1.F)." }, { "q": "Is Oneseven registered with the SEC or a state?", "a": "Oneseven is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 283087." }, { "q": "How much does Oneseven manage?", "a": "Oneseven reports $7,717,771,462 in regulatory assets under management in its Form ADV filing dated April 22, 2026 (99% discretionary)." }, { "q": "How have Oneseven's assets and staff changed since 2021?", "a": "In the Form ADV data for Oneseven: Regulatory assets under management: $885,844,348 in the October 2021 data and $7,717,771,462 in the October 2026 data, up 771%. Total employees: 46 in October 2021 and 264 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Oneseven serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (13,879); high net worth individuals (1,908); pension and profit sharing plans (but not the plan participants or government pension plans) (301)." }, { "q": "Which custodians does Oneseven use?", "a": "Oneseven's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Axos Clearing LLC, Charles Schwab & Co., Inc., Fidelity Distributors Company LLC, Goldman Sachs Custody Solutions and Raymond James & Associates, Inc. as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Oneseven 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/283087" }, { "q": "What changed in Oneseven's recent Form ADV filings?", "a": "In the May 2026 filing data: No longer lists the business name Wealthcreate Financial. No longer lists the business name The Fulshear Wealth Management Group. No longer lists the business name Structure Wealth Management, LLC. No longer lists the business name Stone Creek Advisors, LLC. No longer lists the business name S3 Retirement Planning. No longer lists the business name Pondera Wealth. No longer lists the business name Oneseven. No longer lists the business name MGO Investment Advisors, Inc.. No longer lists the business name MB Wealth Management Group, LLC (also Referred to As \"MB Group\" and \"mawby Brigeman Wealth Management Group\"). No longer lists the business name Life Transitions Planning, LLC. No longer lists the business name Lake House Private Wealth Management, Inc. No longer lists the business name JRP Capital. No longer lists the business name JP Investments LLC. No longer lists the business name Ironclad Wealth Management, LLC. No longer lists the business name Hope Financial Group, LLC. No longer lists the business name Everglades Parkland Advisors, LLC. No longer lists the business name Created Wealth Advisory. No longer lists the business name Clientfirst Financial Strategies, Inc. No longer lists the business name Alta Vera. Added the business name Wealthcreate. Added the business name The Hamilton Group. Added the business name Structure Wealth Management. Added the business name Stone Creek Advisors. Added the business name S3 Retirement. Added the business name Onpoint Wealth Partners. Added the business name Oneseven / We ARE One Seven. Added the business name MGO, Inc.. Added the business name MB Wealth Management Group. Added the business name Managed Wealth Solutions. Added the business name Life Transitions Planning. Added the business name Legacy Wealth Group. Added the business name Legacy Advisors. Added the business name Lake House Private Wealth Management. Added the business name JP Investments Group. Added the business name Ironclad Wealth Management. Added the business name Hope Financial Group. Added the business name Giltner & Associates. Added the business name Fulshear Wealth. Added the business name Everglades Parkland Advisors. Added the business name Created Wealth. Added the business name Clientfirst Financial Strategies. Added the business name Beacon Way Wealth Management. Added the business name Alta Vera Global Capital Advisors. Regulatory assets under management went from $4,848,322,209 to $7,717,771,462 (+59%). Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 885844348.0, "total_employees": 46, "filing_date": "2021-07-26" }, { "period": "2022-10-01", "regulatory_assets_under_management": 2372393704.0, "total_employees": 43, "filing_date": "2022-09-06" }, { "period": "2023-10-01", "regulatory_assets_under_management": 2429831166.0, "total_employees": 86, "filing_date": "2023-09-22" }, { "period": "2024-10-01", "regulatory_assets_under_management": 3680333148.0, "total_employees": 100, "filing_date": "2024-09-19" }, { "period": "2025-10-01", "regulatory_assets_under_management": 4848322209.0, "total_employees": 140, "filing_date": "2025-05-22" }, { "period": "2026-10-01", "regulatory_assets_under_management": 7717771462.0, "total_employees": 264, "filing_date": "2026-04-22" } ], "recent_changes": [ { "period": "2026-05-01", "period_label": "May 2026", "notes": [ "No longer lists the business name Wealthcreate Financial.", "No longer lists the business name The Fulshear Wealth Management Group.", "No longer lists the business name Structure Wealth Management, LLC.", "No longer lists the business name Stone Creek Advisors, LLC.", "No longer lists the business name S3 Retirement Planning.", "No longer lists the business name Pondera Wealth.", "No longer lists the business name Oneseven.", "No longer lists the business name MGO Investment Advisors, Inc..", "No longer lists the business name MB Wealth Management Group, LLC (also Referred to As \"MB Group\" and \"mawby Brigeman Wealth Management Group\").", "No longer lists the business name Life Transitions Planning, LLC.", "No longer lists the business name Lake House Private Wealth Management, Inc.", "No longer lists the business name JRP Capital.", "No longer lists the business name JP Investments LLC.", "No longer lists the business name Ironclad Wealth Management, LLC.", "No longer lists the business name Hope Financial Group, LLC.", "No longer lists the business name Everglades Parkland Advisors, LLC.", "No longer lists the business name Created Wealth Advisory.", "No longer lists the business name Clientfirst Financial Strategies, Inc.", "No longer lists the business name Alta Vera.", "Added the business name Wealthcreate.", "Added the business name The Hamilton Group.", "Added the business name Structure Wealth Management.", "Added the business name Stone Creek Advisors.", "Added the business name S3 Retirement.", "Added the business name Onpoint Wealth Partners.", "Added the business name Oneseven / We ARE One Seven.", "Added the business name MGO, Inc..", "Added the business name MB Wealth Management Group.", "Added the business name Managed Wealth Solutions.", "Added the business name Life Transitions Planning.", "Added the business name Legacy Wealth Group.", "Added the business name Legacy Advisors.", "Added the business name Lake House Private Wealth Management.", "Added the business name JP Investments Group.", "Added the business name Ironclad Wealth Management.", "Added the business name Hope Financial Group.", "Added the business name Giltner & Associates.", "Added the business name Fulshear Wealth.", "Added the business name Everglades Parkland Advisors.", "Added the business name Created Wealth.", "Added the business name Clientfirst Financial Strategies.", "Added the business name Beacon Way Wealth Management.", "Added the business name Alta Vera Global Capital Advisors.", "Regulatory assets under management went from $4,848,322,209 to $7,717,771,462 (+59%).", "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2025-11-01", "period_label": "November 2025", "notes": [ "Changed its office addresses in Park City, UT." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated April 22, 2026", "tiers": [], "flat_rate": null, "stated_range": "0.05% to 2% a year", "stated_maximum": null, "account_minimum": null, "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "figures": [ { "label": "Asset-based fee", "statements": [ "Asset-based fee: 0.05% to 2% a year (a range, as the brochure states it)" ], "quotes": [ "Investment advisory fees range from 0.05% to 2.00% annually, depending on the size and complexity of the Client relationship and the services to be provided." ] } ], "quotes": [ "Investment advisory fees range from 0.05% to 2.00% annually, depending on the size and complexity of the Client relationship and the services to be provided." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [ { "name": "Axos Clearing LLC", "name_as_filed": "AXOS CLEARING LLC", "affiliated": false }, { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false }, { "name": "Fidelity Distributors Company LLC", "name_as_filed": "FIDELITY DISTRIBUTORS COMPANY LLC", "affiliated": false }, { "name": "Goldman Sachs Custody Solutions", "name_as_filed": "GOLDMAN SACHS CUSTODY SOLUTIONS", "affiliated": false }, { "name": "Raymond James & Associates, Inc.", "name_as_filed": "RAYMOND JAMES & ASSOCIATES, 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/oneseven-beachwood-oh-283087.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 13879, "fewer_than_5": false, "raum": 2958104543.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 1908, "fewer_than_5": false, "raum": 4320174855.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 301, "fewer_than_5": false, "raum": 178366559.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 47, "fewer_than_5": false, "raum": 51894051.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 192, "fewer_than_5": false, "raum": 207357807.0 }, { "type": "other", "label": "Other", "count": 8, "fewer_than_5": false, "raum": 1873647.0 } ], "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/283087", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }