AdvisorCensus / Financial advisors / Missouri / Kansas City / Storyone Family Office
Storyone Family Office is an SEC-registered investment advisory firm in Overland Park, KS, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 28, 2026.
Quick answers
From the filingHow is Storyone Family Office compensated?
On its Form ADV (Item 5.E, October 2026), Storyone Family Office reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
Where is Storyone Family Office located?
Storyone Family Office's principal office is in Overland Park, KS, according to its Form ADV.
Is Storyone Family Office registered with the SEC or a state?
Storyone Family Office is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331394.
How much does Storyone Family Office manage?
Storyone Family Office reports $259,411,503 in regulatory assets under management in its Form ADV filing dated April 28, 2026 (100% discretionary).
How have Storyone Family Office's assets and staff changed since 2024?
In the Form ADV data for Storyone Family Office: Regulatory assets under management: $143,514,631 in the October 2025 data and $259,411,503 in the October 2026 data, up 81%. Total employees: 6 in October 2024 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Storyone Family Office serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (81); high net worth individuals (51); charitable organizations (3).
Which custodians does Storyone Family Office use?
Storyone Family Office's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James Financial Services, Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Storyone Family Office 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/331394
Does Storyone Family Office state an account minimum?
Its Form ADV Part 2A brochure dated April 28, 2026 says: "The Firm has a minimum investment account balance of $1,000,000. This minimum investment account balance is negotiable."
What changed in Storyone Family Office's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 5 to 4. Regulatory assets under management went from $143,514,631 to $259,411,503 (+81%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The Firm has a minimum investment account balance of $1,000,000. This minimum investment account balance is negotiable.
As stated in the firm's Form ADV Part 2A brochure dated April 28, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$259,411,503 as of October 2026, filing dated April 28, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Legal name
- Storyone LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 8. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $259,411,503 | 8 | April 28, 2026 |
| October 2025 | $143,514,631 | 8 | March 25, 2025 |
| October 2024 | Not reported | 6 | May 20, 2024 |
Regulatory assets under management: $143,514,631 in the October 2025 data and $259,411,503 in the October 2026 data, up 81%.
Total employees: 6 in October 2024 and 8 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 5 to 4.
- Regulatory assets under management went from $143,514,631 to $259,411,503 (+81%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Storyone Family Office (CRD 331394): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/storyone-family-office-overland-park-ks-331394