One Day In July LLC

Firm record

As recorded in SEC IAPD

Firm CRD

284335

SEC number

801-113839

Firm type

RIA

Assets under management

$1.4B as of Feb 4, 2026

Website

www.instagram.com/onedayinjuly_investing ↗

Phone

(802) 503-8280

Address

77 College St. #3a, Burlington, VT, 05401

Advisors at this firm

13 in our index · page 1 of 1

• John Robert BassCRD 8029907 · Northampton, MA
  IA Registered
• Daniel Patrick CunninghamCRD 6676005 · Burlington, VT
  IA Registered
• Seth Patrick GillimCRD 8001494 · Burlington, VT
  IA Registered
• William Frank KosterCRD 1452809 · Vergennes, VT
  IA Registered
• Burta KellyCRD 8114987 · Burlington, VT
  IA Registered
• Jennifer Lauren MartinezCRD 8168077 · Burlington, VT
  IA Registered
• Matthew Dalton McbrideCRD 7699446 · Burlington, VT
  IA Registered
• Carrie Foster McdonnellCRD 7529640 · Rochester, VT
  IA Registered
• Christopher St. Peter MckeownCRD 7990181 · Burlington, VT
  IA Registered
• Kevin Patrick MurrayCRD 7511981 · Burlington, VT
  IA Registered
• Caroline Grace RussellCRD 7953639 · Burlington, VT
  IA Registered
• John Robert SlaneCRD 8185285 · Burlington, VT
  IA Registered
• Nancy Surdek WestbrookCRD 7262929 · Burlington, VT
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.