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ONEDIGITAL ASSET MANAGEMENT
Legal name: ONEDIGITAL ASSET MANAGEMENT, LLC
CRD 320608File 801-127414
APPROVED
Custody
Filing as of Apr 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$762K
Bottom 25% of cohort (national)
Discretionary AUM
$762K
Clients
0
59 accounts
Employees
3
Bottom 25% of cohort in KS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Mar 3, 2023
- Principal office
- 11101 SWITZER ROAD, SUITE 200, OVERLAND PARK, KS, 66210
- Phone
- 877-742-2021
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $762K
- Discretionary AUM
- $762K
- Non-discretionary AUM
- $0
- Discretionary accounts
- 59
- Non-discretionary accounts
- 0
- Total accounts
- 59
- AUM per client
- —
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | Fewer than 5 | $762K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — NO COMPENSATION
Advisory activities
- Other advisory activities
- Selection of other advisers
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2026 | AUM | $662,497 | $762,310 | increased by$99,813 |
| May 1, 2026 | Accounts | 47 | 59 | increased by12 |
| May 1, 2025 | 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 ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ONEDIGITAL ASSET” 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.