# 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.

- CRD: 331394
- Filed as: STORYONE FAMILY OFFICE
- Legal name: Storyone LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Overland Park, KS
- Filing period: October 2026
- Form ADV filing dated: April 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/331394
- AdvisorCensus page: https://advisorcensus.com/firm/storyone-family-office-overland-park-ks-331394

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated April 28, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James Financial Services, 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: $259,411,503
- Discretionary: $259,411,503
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 81 | $29,147,821 |
| High net worth individuals | 51 | $197,487,996 |
| Charitable organizations | 3 | $32,775,686 |

### 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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 8 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS, MO, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [story-one.com](https://story-one.com)
- Facebook @withStoryOne
- Instagram @withstoryone
- LinkedIn @storyone-family-office
- X @withstoryone
- YouTube @withStoryOne

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | Not reported | 6 | May 20, 2024 |
| October 2025 | $143,514,631 | 8 | March 25, 2025 |
| October 2026 | $259,411,503 | 8 | April 28, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Storyone Family Office (CRD 331394): Form ADV filing data as of October 2026.