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ONEDIGITAL
Legal name: ONEDIGITAL INVESTMENT ADVISORS LLC
CRD 106766File 801-40622
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Apr 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$155.41B
Top 10% of cohort (national)
Discretionary AUM
$59.08B
Non-discretionary $96.32B
Clients
18,203
40,469 accounts
Employees
648
Top 10% of cohort in KS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jan 22, 1992
- Principal office
- 11101 SWITZER ROAD, SUITE 200, OVERLAND PARK, KS, 66210
- Phone
- 877-742-2021
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $155.41B
- Discretionary AUM
- $59.08B
- Non-discretionary AUM
- $96.32B
- Discretionary accounts
- 34,368
- Non-discretionary accounts
- 6,101
- Total accounts
- 40,469
- AUM per client
- $8.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 88 | $651.4M |
| Charitable organizations | 22 | $149.5M |
| High net worth individuals | 3,846 | $12.48B |
| Pension and profit sharing plans | 5,160 | $139.26B |
| Individuals (other than high net worth individuals) | 9,087 | $2.86B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
- Q11D4
- Q11D5
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.