Cameron
Bond

Storyone Family Office

CRD#6735424
Investment Advisor
in Overland Park, KS

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About this Advisor

Cameron Bond is a financial advisor based in Overland Park, Kansas, working with Storyone Family Office. Cameron has previously held positions at Keel Point Capital, LLC, Kansas City Kansas Public School District, and Storyone Family Office. Cameron has passed the Series 66 regulatory exam and is registered to provide services in Kansas. Currently, Cameron is part of Storyone Family Office, which is located in Overland Park, Kansas. The firm has 8 employees and manages assets totaling $143.5 million. Storyone Family Office serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and educational seminars. The fee structure at Storyone Family Office includes asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

7501 College Blvd Suite 120
Overland Park, KS 66210

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Storyone Family Office Brokerage Details

Total Assets Under Management

$143,514,631

KS Average: $2,243,162,756
Total Number of Employees

8

KS Average: 44
Total Number of Accounts

480

KS Average: 4,091
Average Account Size

$298,989

KS Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops

Cameron Bond Work History

2024 - Present (1 year)

Storyone Family Office

2016 - 2024 (8 years)

Keel Point Capital, LLC

2006 - 2016 (10 years)

Kansas City Kansas Public School District

Disclosures

Please visit the SEC profile of Cameron Bond to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Storyone Family Office

Austin Kaufmann
Overland Park, KS
John Christensen
Overland Park, KS
Cameron Bond
Overland Park, KS

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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