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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 Oct 1, 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
- Website
- HTTPS://WWW.ONEDIGITAL.COM/
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 | Change |
|---|---|---|---|---|
| May 1, 2026 | Employees | 610 | 648 | increased by38 |
| May 1, 2026 | Clients | 19,007 | 18,203 | decreased by804 |
| May 1, 2026 | AUM | $142,602,344,768 | $155,409,677,415 | increased by$12,807,332,647 |
| May 1, 2026 | Accounts | 38,423 | 40,469 | increased by2,046 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 500 | 610 | increased by110 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 13,316 | 19,007 | increased by5,691 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $101,681,539,206 | $142,602,344,768 | increased by$40,920,805,562 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 38,739 | 38,423 | decreased by316 |
| Apr 1, 2022 | Employees | 400 | 500 | increased by100 |
| Apr 1, 2022 | Clients | 24,874 | 13,316 | decreased by11,558 |
| Apr 1, 2022 | AUM | $64,797,868,905 | $101,681,539,206 | increased by$36,883,670,301 |
| Apr 1, 2022 | Accounts | 24,874 | 38,739 | increased by13,865 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ONEDIGITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ONEDIGITAL” may also match similarly-named firms). Confirm identity against each filing.
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.