Firm Description StoryOne, LLC, d/b/a StoryOne Family Office (the “Firm” or “SOFO”) is an SEC-registered investment advisor. The Firm was founded on April 9, 2024.
The Principal Owner and Chief Compliance Officer of SOFO is John Christensen.
Types of Advisory Services The Firm offers a large variety of services, including portfolio management, investment analysis, and financial planning for individuals and high net worth individuals. The Firm offers these services to clients or prospective clients (“Client” or “Clients”) Prior to providing any investment advisory services, SOFO requires a written financial services agreement (“FSA”) be executed by the Client. The FSA will outline the services available to the Client and the fees the Client will incur.
Discretionary Investment Management Services Models: The Firm constructs model portfolios based on risk, asset allocation, diversification, and expected returns. These models can be utilized at the account level to help Clients accomplish their financial goals. These models are constructed by utilizing third party research, which includes economic research, market research, and publicly available information. Models may be comprised of publicly traded stocks, bonds, mutual funds, exchange traded funds (ETFs), exchanged traded notes (ETNs), closed end mutual funds, and money markets or cash equivalents. Models may include non-publicly traded securities such as certificates of deposit (CDs),or structured notes. These models include aggressive (90 to 100% equities), growth (75% to 90% equities), balanced growth (60 to 75% equities), balanced (46 to 60% equities) and conservative (30 to 45% equities). These models may be utilized at the individual account level or aggregated at the household level to accomplish the target asset allocation for clients.
Custom Portfolios: The Firm may construct custom portfolios for Clients. These portfolios are constructed by utilizing third

party research, which includes economic research, market research, and publicly available information. Portfolios may be comprised of publicly traded stocks, bonds, mutual funds, exchange traded funds (ETFs), exchanged traded notes (ETNs), closed end mutual funds, foreign currency, options contracts, and money markets or cash equivalents. Portfolios may include non-publicly traded securities such as certificates of deposit (CDs), structured notes, hedge funds, funds of funds, private real estate or private real estate funds, private equity or private equity funds, venture capital or venture capital funds, private credit or private credit funds. Non-publicly traded securities may be direct investments or custodied at a custodian 5 |P a g e selected by SOFO. Custom portfolios take into account the long-term goals of Client, while taking into consideration the Client’s ability to manage and accept the lack of liquidity and marketability of non-publicly traded securities. Custom portfolios may utilize firm constructed model portfolios, and investments that are not held in those model portfolios, which when taken in aggregate is designed to accomplish the clients target risk and return.
Family Office: Family Office is for families with substantial, multi-generational wealth in need of a more sophisticated approach to managing the complexity of their wealth and family dynamic. Family Office services include Wealth Design Services, Trust Administration Services, Lifestyle Management, Investments, Family Coaching, Mentoring and Education, Philanthropic Services, Tax Services, and Insurance Services. These services are in addition and more complex than a typical financial plan, and the scope of work will typically take years to complete or will continue for the duration of the Client’s life.
The Firm does not offer a Wrap Fee Program As of May 10, 2024, SOFO has the following assets under management: Discretionary assets: $0 Non-discretionary assets: $0