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ONEDIGITAL
ONEDIGITAL INVESTMENT ADVISORS LLC
CRD 106766 · SEC 801-40622
11101 SWITZER ROAD, SUITE 200, OVERLAND PARK, KS, 66210, United States
Phone
877-742-2021
Fax
913-948-8200
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$155.41B
Discretionary AUM
$59.08B
Team
648 total employees; 367 advisory reps; 175 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9087 | $2.86B |
| High net worth individuals | 3846 | $12.48B |
| Pension/profit sharing plans | 5160 | $139.26B |
| Charitable organizations | 22 | $149.5M |
| Corporations/business entities | 88 | $651.4M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- HTTPS://WWW.FACEBOOK.COM/ONEDIGITALADVISORY/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/WEAREONEDIGITAL/
- HTTPS://WWW.RIAADVISOR.COM
- HTTPS://WWW.ONEDIGITAL.COM/
- HTTPS://WWW.KBFINANCIALCOMPANIES.COM/
- HTTP://WWW.STONESTREETEQUITY.COM/
- HTTPS://X.COM/RESOURCESRIA
- HTTPS://WWW.LEGACYASSET.COM
- HTTPS://WWW.INSTAGRAM.COM/TRIAD_FINANCIAL_ADVISORS/
- HTTPS://X.COM/TRIADFINANCIAL
- HTTPS://X.COM/WEAREONEDIGITAL
- HTTPS://WWW.SIGNATUREWMG.COM
- HTTPS://WWW.MUNKEBYKRAMER.COM
- HTTPS://WWW.DERSEMORGEN.COM
- HTTPS://WWW.SVRETIREMENTSERVICES.COM
- HTTPS://INSTAGRAM.COM/WEAREONEDIGITAL
Official SEC filing: View on IAPD