# One Day In July

One Day In July is a Bank / Wealth / Trust based in Burlington, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Burlington, United States
- **Region:** North America
- **Address:** Burlington, VT, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** onedayinjuly.com
- **LinkedIn:** https://www.linkedin.com/company/one-day-in-july-llc

## Regulatory record

- **CRD number:** 284335
- **SEC file number:** 801-113839
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284335

## About

One Day In July is an SEC-registered investment adviser in Burlington, VT, registered since 2018. The firm manages $1.4 billion in assets, with $1.3 billion on a discretionary basis. It has 23 employees and 13 investment advisers.

## Offices

- Hanover, NH
- Northampton, MA
- Middlebury, VT
- Morrisville, VT
- Montpelier, VT
- Bennington, VT
- Rutland, VT
- Vergennes, VT
- St. Petersburg, FL

## People

- Dan Cunningham — Founder

## Questions

### Who runs investment decisions at One Day In July?

Dan Cunningham, the founder, oversees the firm. The firm emphasizes a centralized investment desk that constructs all portfolios in-house; it does not outsource investment decisions. Individual financial advisors execute client-level planning but do not independently make asset-allocation or security-selection calls.

### Does One Day In July participate in fund commitments or only direct index investing?

The firm does not market direct private-market investments, angel investing, or venture fund commitments. Its core offering is a diversified portfolio of low-cost index ETFs — predominantly Vanguard and iShares — supplemented by U.S. Treasury bond indexes for risk mitigation. No alternative-asset or closed-end fund programs are listed.

### What investment stages does One Day In July typically target?

The firm does not participate in venture capital, private equity, or startup investing. Its model focuses on public-market index investing across a range of account types, supporting clients through wealth-accumulation, pre-retirement, and retirement-distribution phases.

### How is One Day In July structured from an ownership and governance standpoint?

The firm states it has taken no external financing and has no shareholders to answer to, which it frames as a structural advantage in pricing decisions. Dan Cunningham is the named founder. The firm does not disclose additional ownership details, successors, or an executive committee in its public materials.

## Related profiles

- [One Charles Private Wealth](https://altss.com/profile/one-charles-private-wealth)
- [One Degree Advisors](https://altss.com/profile/one-degree-advisors)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/one-day-in-july

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology