Augustus L Martz
Investment adviser representative at Oneseven
10 yearsExperience
1 stateRegistered in
$7.7BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- OnesevenAug 2025 to now
- Fortune Financial ServicesAug 2025 to now
- One Seven dba Martz FinancialAug 2025 to now
- Truist Advisory Services, Inc.Mar 2021 to Aug 2025
- Truist Investment Services, Inc.Feb 2021 to Aug 2025
- Bb&t Securities, LLCJan 2018 to Feb 2021
- BbtisDec 2016 to Jan 2018
- UnemployedOct 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (MD).
Oneseven
Legal name: Mgo One Seven LLC
$7.7BAssets managed
16,335Clients
113Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5648121
- Firm CRD
- 283087