{"url":"https://nivawealth.com/firms/one-bow-river-advisers-333311","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/333311","regulatoryAum":525923463,"crd":"333311","history":[{"filedOn":"2025-03-11","regulatoryAum":518990325,"clients":1,"employees":27,"offices":1},{"filedOn":"2026-06-17","regulatoryAum":525923463,"clients":1,"employees":34,"offices":1}],"secFileNumber":"801-132352","legalName":"One Bow River Advisers, LLC.","displayName":"One Bow River Advisers","slug":"one-bow-river-advisers-333311","website":"https://onebowriver.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/333311/f65cee5ce90e2097-r1.webp","tone":"light","width":309,"height":200,"sourceUrl":"https://onebowriver.com","sourceLabel":"ONE BOW River Advisers, Llc., website"},"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://linkedin.com/company/one-bow-river","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"422 E. Vermijo Avenue","city":"Colorado Springs","state":"CO","stateName":"Colorado","country":"United States","postalCode":"80903"},"tradeNames":[],"registration":{"secApproved":"7 April 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":34,"advisory":9,"brokerDealerReps":6,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":525923463,"discretionary":525923463,"discretionaryAccounts":1,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":1,"regulatoryAum":525923463}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"One Bow River Advisers has custody of $526M for 1 clients.","otherCustodians":[],"leadership":[{"name":"Jamison Davis","title":"Chief Financial Officer","crd":"2644743"},{"name":"Jane Ingalls","title":"Chief Operating Officer","crd":"1872415"},{"name":"James Kerr","title":"Chief Compliance Officer and General Counsel","crd":"6244744"},{"name":"Steven Joanis","title":"Managing Direector; Board Member","crd":"7986053"},{"name":"Kevin O'Neil","title":"Chief Investment Officer; Board Member","crd":"7938094"}],"ownership":[{"label":"Bow River Asset Management, LLC.","detail":"Member in the 50% to 75% ownership band and a control person, since June 2024."},{"label":"The O'Neil Group Company, LLC.","detail":"Member in the 50% to 75% ownership band and a control person, since June 2024."},{"label":"Richardson 2012 Trust De","detail":"Indirect owner: a shareholder of Bow River Asset Management Corp. II in the 25% to 50% band and a control person, since January 2020.","parent":"Bow River Asset Management Corp. II"},{"label":"Bow River Asset Management Corp. II","detail":"Indirect owner: a memeber of Bow River Asset Management Intermediate LLC in the 50% to 75% band and a control person, since January 2020.","parent":"Bow River Asset Management Intermediate LLC"},{"label":"Weichert Enterprise, LLC.","detail":"Indirect owner: a member of Bow River Asset Management, LLC. in the 25% to 50% band and a control person, since January 2020.","parent":"Bow River Asset Management, LLC."},{"label":"James Weichert","detail":"Indirect owner: a managing member of Weichert Enterprise, LLC. in the 75% or more band and a control person, since April 2020.","parent":"Weichert Enterprise, LLC."},{"label":"DZMK Advisors, Inc.","detail":"Indirect owner: trustee of Richardson 2012 Trust De and a control person, since January 2020.","parent":"Richardson 2012 Trust De"},{"label":"Kevin O'Neil","detail":"Indirect owner: a managing member of The O'Neil Group Company, LLC. in the 75% or more band and a control person, since January 2021.","parent":"The O'Neil Group Company, LLC."},{"label":"Bow River Asset Management Intermediate LLC","detail":"Indirect owner: a member of Bow River Asset Management, LLC. in the 75% or more band and a control person, since August 2025.","parent":"Bow River Asset Management, LLC."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Colorado","offices":1,"addresses":[{"street":"422 E. Vermijo Avenue","city":"Colorado Springs","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"303-861-8466","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":1},"sources":{"adv1FilingDate":"17 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/333311/PDF/333311.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does One Bow River Advisers have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does One Bow River Advisers offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does One Bow River Advisers have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns One Bow River Advisers?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does One Bow River Advisers get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact One Bow River Advisers?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 17 June 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}