Onedigital

Registered investment adviser · Overland Park, KS · CRD #106766

Form ADV data as of 2026-09-01

Regulatory assets

$155.41 billion

Total accounts

40,469

Employees

648

Disclosure events

Firm details

Website: https://www.facebook.com/onedigitaladvisory/
Telephone: 877-742-2021
SEC file number: 801-40622
Most recent Form ADV filing: 2026-04-01
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 5 disclosure questions answered Yes, covering 12 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

Another regulator found a violation of investment-related regulations or statutes
Another regulator entered an order in connection with investment-related activity (past 10 years)
Another regulator denied, suspended, or revoked a registration or restricted activity
A self-regulatory organization found a violation of its rules
A self-regulatory organization expelled, suspended, barred, or restricted the firm

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$59.08 billion
Non-discretionary regulatory assets under management	$96.32 billion
Total regulatory assets under management	$155.41 billion
Discretionary accounts	34,368
Non-discretionary accounts	6,101
Total accounts	40,469
Regulatory assets under management attributable to non-U.S. persons	$5.8 million

People

Total employees (excluding clerical)	648
Employees performing investment advisory functions (including research)	367
Employees who are registered representatives of a broker-dealer	94
Employees registered as investment adviser representatives with a state	372
Employees registered as IARs for another investment adviser	12
Employees who are licensed insurance agents	164
Firms or persons who solicit advisory clients on the firm's behalf	14

Custody

Has custody of client cash or bank accounts	Yes
Has custody of client securities	Yes
Client funds and securities held in the firm's custody	$3.66 billion
Clients for whom the firm has custody	3,920
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	9

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)Performance-based fees

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops

Other business activities

Insurance broker or agent

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Insurance company or agency

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends brokers or dealers to clients
Compensates a non-employee for client referrals
Provides employee compensation specifically for obtaining clients
Receives compensation from others for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	9,087	$2.86 billion
High net worth individuals	3,846	$12.48 billion
Pension and profit sharing plans (not the participants or government plans)	5,160	$139.26 billion
Charitable organizations	22	$149.5 million
Corporations or other businesses not listed above	88	$651.4 million