One Bow River Advisers provides portfolio management for pooled vehicles. The firm advises 1 private fund.
One Bow River Advisers reports 1 pooled investment vehicle. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($526M across 1 account) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 1 | $526M | 100.0% | $526M |
| Total | 1 | $526M | 100% | $526M |
- Clients
- 1
- Regulatory AUM
- $526M
- AUM share
- 100.0%
- Avg. per client
- $526M
Total
- Clients
- 1
- Regulatory AUM
- $526M
- AUM share
- 100%
- Avg. per client
- $526M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
One Bow River Advisers is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Bow River Asset Management, LLC. owns 50% to 75% of One Bow River Advisers and is in turn owned by Bow River Asset Management Intermediate LLC (75% or more) and Weichert Enterprise, LLC. (25–50%). The leadership team of One Bow River Advisers includes Chief Investment Officer Kevin O'Neil, Chief Operating Officer Jane Ingalls and Chief Financial Officer Jamison Davis. It has 34 employees, 9 of them in advisory roles.
Staff
- 34 employees
- 9 in advisory functions
- 6 broker-dealer reps
- Owns 50% to 75% of One Bow River Advisers, LLC.
Bow River Asset Management, LLC.
Control person · since June 2024
- Owns 75% or more of Bow River Asset Management, LLC.
Bow River Asset Management Intermediate LLC
Control person · since August 2025
- Owns 50% to 75% of Bow River Asset Management Intermediate LLC
Bow River Asset Management Corp. II
Control person · since January 2020
- Owns 25% to 50% of Bow River Asset Management Corp. II
Richardson 2012 Trust De
Control person · since January 2020
DZMK Advisors, Inc.
Trustee · Control person · since January 2020
- Owns 25% to 50% of Bow River Asset Management, LLC.
Weichert Enterprise, LLC.
Control person · since January 2020
- Owns 75% or more of Weichert Enterprise, LLC.
James Weichert
Control person · since April 2020
- Owns 50% to 75% of One Bow River Advisers, LLC.
The O'Neil Group Company, LLC.
Control person · since June 2024
- Owns 75% or more of The O'Neil Group Company, LLC.
Kevin O'Neil
Control person · since January 2021
One Bow River Advisers’ regulatory assets went from $519M (March 2025) to $526M (June 2026); clients were 1 in both filings and employees rose from 27 to 34.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jun 2026June 2026 | $526M | 1 | 34 | 1 |
| Mar 2025March 2025 | $519M | 1 | 27 | 1 |
Besides its headquarters, One Bow River Advisers has 0 offices, with 1 listed address in 1 state.
Colorado · 1 listed address
- 422 E. Vermijo Avenue, Colorado SpringsHQ
Contact and registration details
- Legal name
- One Bow River Advisers, LLC.
- Headquarters
- 422 E. Vermijo Avenue, Colorado Springs, CO 80903
- Website
- onebowriver.com
- Phone
- 303-861-8466
- @one-bow-river
- SEC file
- 801-132352
- Structure
- Delaware LLC
- Fiscal year end
- December
One Bow River Advisers has custody of $526M for 1 clients.
How many clients does One Bow River Advisers have?
One Bow River Advisers has 1 client and manages $526 million for them, as of June 2026. They include 1 pooled investment vehicle.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 June 2026
What services does One Bow River Advisers offer?
One Bow River Advisers provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does One Bow River Advisers have?
One Bow River Advisers has 0 investment adviser representatives registered with state securities authorities, out of 34 employees, and 9 perform investment advisory functions. 6 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns One Bow River Advisers?
One Bow River Advisers is owned through a chain of holding companies by James Weichert and Kevin O'Neil. Its direct owners are Bow River Asset Management, LLC. (50% to 75%) and the O'Neil Group Company, LLC. (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 17 June 2026
How does One Bow River Advisers get paid?
One Bow River Advisers is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact One Bow River Advisers?
One Bow River Advisers’ main office is at 422 E. Vermijo Avenue, Colorado Springs, CO 80903. Its phone number is 303-861-8466. Its website is onebowriver.com.