One Day In July LLC

Overview

One Day In July LLC is an SEC registered investment adviser based in Burlington, VT, registered since 2018. It reports $1.4B in assets under management across 4,011 accounts, with 23 employees. It has 14 investment adviser representatives.

Reported AUM

$1.4B

Discretionary

99%

Accounts

4,011

Average account

$34K

Employees

23

Advisory reps

14

Registered since

2018

Jurisdictions

14

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Periodicals or Newsletters
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 2 of 2

• Daniel Patrick Cunningham Chief Executive Officer, Chief Compliance Officer, Sole Member CRD 6676005
• Burta Kelly Director of Operations CRD 8114987

Advisory reps 3 of 14

• Kyle Allen Insurance Agent · Investment Adviser Rep CRD 7545841
• John Robert Bass Investment Adviser Rep CRD 8029907
• Daniel Patrick Cunningham Investment Adviser Rep CRD 6676005

11 more advisory reps, with emails, phones and branch locations

Location

Headquarters

77 College St Ste 3A
Burlington, VT 05401

County

Chittenden

Metro area

Burlington-South Burlington, VT

Region

Northeast

Registrations

• SEC registered
• Registered in 14 jurisdictions
• Website: eventbrite.com/o/one-day-in-july-34301369503

Every state, with registration dates

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