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(Westlake, TX), with $1.72B and Pershing LLC (Jersey City, NJ), with $272M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does AdviceOne Advisory Services have?","answer":"AdviceOne Advisory Services has 14 investment adviser representatives registered with state securities authorities, out of 56 employees, and 14 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does AdviceOne Advisory Services invest in?","answer":"At the end of its last fiscal year, AdviceOne Advisory Services’ separately managed accounts held 78% registered funds (mutual funds, ETFs, BDCs), 13% U.S. government and agency bonds and 9% exchange-traded equities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns AdviceOne Advisory Services?","answer":"AdviceOne Advisory Services is owned through a chain of holding companies by Michael Grossman. 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