About OneAdvisory
OneAdvisory is a private company based in Miami, Florida, incorporated in 2022 in Delaware. It has reported $20,567,481 raised in two offerings on Form D since September 2022. Its chief executive is Robert Nance.
Funding Rounds (SEC Form D)
| First sale | Filed with SEC | Amount sold | Investors | Avg. check | Terms | Filing |
|---|---|---|---|---|---|---|
| Jul 14, 2025 | Jul 29, 2025 | $17,967,481fully sold | 11 | $1.6M | Equity, OptionsRule 506(b) | Form D ↗ |
| Aug 12, 2022 | Sep 27, 2022 | $2,600,000fully sold | 8 | $325K | EquityRule 506(b) | Form D ↗ |
| Total, two offerings | $20,567,481 | |||||
First sale is the date the first investor in the offering committed to invest. Companies must file Form D within 15 days of that date, so filing dates run later.
Leadership Team
Executive officers and directors listed on OneAdvisory's Form D filed Jul 29, 2025.
CD
Chris Downer
Director
RL
Rafi Lurie
Director
RN
Robert Nance
Chief Executive Officer and director
DJ
David Jegen
Director
MA
Madalyn Armijo
Director and promoter