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The fee has a $1,200 annual minimum.","source":"ADV PART 2A - ONE DAY IN JULY LLC (FIRM BROCHURE), filed 4 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does One Day in July use?","answer":"One Day in July’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.32B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does One Day in July have?","answer":"One Day in July has 13 investment adviser representatives registered with state securities authorities, out of 23 employees, and 13 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 One Day in July invest in?","answer":"At the end of its last fiscal year, One Day in July’s separately managed accounts held 64% exchange-traded equities, 25% U.S. government and agency bonds, 7% registered funds (mutual funds, ETFs, BDCs), 2% investment grade corporate bonds, 1% state and local bonds and 1% cash and equivalents.","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 One Day in July?","answer":"One Day in July’s direct owner is Daniel Cunningham (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does One Day in July get paid?","answer":"One Day in July is paid through a percentage of assets under management and fixed fees. 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