9AT: ONEADVISORY, LLC

Adviser Profile

As of Date	10/07/2023
Registration status	Terminated
Contact Info	305 xxxxxxx
Websites

AUM^*	0
of that, discretionary
Number of Employees	3
of those in investment advisory functions
Private Fund GAV^*	0
SMA’s	No
Private Funds	0

Adviser Type

- Internet adviser

Client Types

Advisory Activities

- Selection of other advisers

Compensation Arrangments

- Fixed fees (other than subscription fees)

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser CB INTERNATIONAL BANK LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser BFINANCE US LTD.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser TIMOTHY FINANCIAL COUNSEL, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser KOBO RETIREMENT STRATEGIES	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser CLERKIE ADVISORY LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser SOOTCHY SECURITIES, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser OPTION RESEARCH & TECHNOLOGY SERVICES, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser SMARTASSET	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser DEMARCHE	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser PECUNIA	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-

Brochure Summary

Overview

OneAdvisory, LLC, (“we,” our” or “us”) is a corporation organized in the State of Delaware. We are owned by OneAdvisory, Inc. We were formed in August 2022 and became registered with the Securities and Exchange Commission on November 3, 2022. Types of Advisory Services OneAdvisory offers an investment marketplace consisting of various securities and portfolios of securities (or models) through a web-based platform (the “Website”) where unaffiliated investment advisers (each a “Third-Party Advisor” and collectively “Third- Party Advisors”) may choose from and customize portfolios for their clients (each a “Third- Party Advised Client” and collectively “Third-Party Advised Clients”). OneAdvisory may also provide access to asset managers who will build portfolios (either model portfolios or actively managed portfolios) for Third-Party Advisors to use with their Third-Party Advised Clients (each asset manager an “Investment Strategist”). Our investment advice is limited to our selection of the investments and Investment Strategists available on the Website, but ultimately, each Third-Party Advisor and Third-Party Advised Client are responsible for the selection of any investments. Our Website does not recommend any specific investments or any investment strategy. It is the responsibility of each Third-Party Advisor, along with the Third-Party Advised Client, to determine

what types of investments are suitable. OneAdvisory may also make a rebalancing tool available to Third-Party Advisors. Any tax, estate planning, accounting, legal or other advice or services other than as described in this brochure are beyond the scope of our services, and we make no representation regarding any Third-Party Advisor’s ability to perform any of those other services. The investment in each Third-Party Advised Client account is held in a separate account in the name of the Third-Party Advised Client with Apex. All accounts managed by a Third-Party Advisor through the platform are required to use Apex as the independent custodian. Third-Party Advisors, who act as investment advisers and agents for their Third-Party Clients, enter into an agreement with OneAdvisory, which further details the services provided, the fees charged for such services, and other terms and conditions. OneAdvisory also provides certain non-investment advisory services to Third-Party Advisors, including practice management, billing and reporting software, which helps them manage their business by eliminating the manual tasks associated with legacy software providers. Further, this software helps Third-Party Advisors streamline the onboarding and ongoing management of their clients. OneAdvisory does not manage any assets. As of December 31, 2022, we managed $0 on behalf of investors.

ONEADVISORY, LLC

ONEADVISORY, LLC

ONEADVISORY, INC.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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ONEADVISORY, LLC ONEADVISORY, LLC ONEADVISORY, INC.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

ONEADVISORY, LLC

ONEADVISORY, LLC

ONEADVISORY, INC.