DFX Intelligence

G•• W••••• M•••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

G•• W••••• M•••••••••

ONE WAY HOLDINGS LLC, CRD 315934

FLOWER MOUND, TX

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Search this name across graphsid dfx:ria:c63a3b51-6e23-6328-3a49-41b5468d7810

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 35
Dated events: 14
On other graphs: 0
Observed: Aug 26, 2021 to Mar 18, 2026
12 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.8B••• Locked
Discretionary RAUM: $1.8B
Private client RAUM: $1.8Bderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 23
RAUM per advisor: $78.6Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
G••• D•••• S••••	Certified Financial Planner	FLOWER MOUND, TX	4	22	3	no
E•••• L••• D•••	n/a	FLOWER MOUND, TX	4	12

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A•• K•••• A•••	CHIEF COMPLIANCE OFFICER	Na	yes	03/2025	Mar 18, 2026	Mar 18, 2026
C••••• R•••••• L•••••••	MANAGING PARTNER	C	yes	12/2017	Mar 18, 2026	Mar 18, 2026

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 18, 2026

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
4	3	1	13.0%	2	1	0	9	5

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.8B	$1.3B	43.0%	$644M	41.1%	38	26	0	0

Teams in

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	7	Oct 11, 2021	Sep 27, 2021	FLOWER MOUND, TX	Team lift out	Ibd to new firm	0.1%

Relationships

Registered with (30)

← J••••• L••••• A••••Advisorregistration: current employment
Aug 25, 2026 to presentfactForm ADV
← J••••• J•••• A•••••••Advisorregistration: current employment
Aug 25, 2026 to presentfactForm ADV
← J•••• B•••Advisorregistration: current employment
Aug 11, 2026 to presentfactForm ADV
← M•••••• L•• D••••••

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Aug 27, 2026
Advisor changed firm
••• Locked
Form ADVobserved 5 days ago
Occurred
Jun 11, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Mar 18, 2026
Regulatory AUM changed
••• Locked
Form ADVobserved 8 days ago
$527M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c63a3b51-6e23-6328-3a49-41b5468d7810
First observed: Aug 26, 2021
Last observed: Mar 18, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.