OneAdvisory, Inc.
Filings
1
Total offered
$18M
Total sold
$18M
Activity
2025-07-29
through 2025-07-29
through 2025-07-29
Contact info
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Likely investment adviser (not guaranteed)
Best-effort name match against Form ADV. Click through for AUM, employees, and disciplinary disclosures.
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ONE ADVISORY PARTNERS, LLC
medium CRD 801-74388
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CAPITAL ADVISORY GROUP, INC.
medium CRD 801-64114
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CAPITAL ADVISORY GROUP, LLC
medium CRD 801-66418
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TRUST ADVISORY GROUP LTD
medium CRD 801-46919
Form D filings (1)
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0001948284-25-000002D · 2025-07-29 · Other TechnologyOffering: $17,967,481Sold: $17,967,481