Onedigital

Registered investment advisor · Overland Park, Kansas · CRD #106766

Assets Under Management

$155.4B

Client Accounts

40,469

Employees

648

CRD Number

106766

Registration

SEC Registered

Custodian

Fidelity Brokerage Services Llc, Empower Trust Company, Llc, Charles Schwab & Co., Inc.

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Onedigital

Onedigital is a SEC-registered investment advisory firm headquartered in Overland Park, Kansas, managing approximately $155.4B in regulatory assets across 40,469 client accounts. The firm's full regulatory record is filed with the SEC under CRD #106766.

Fee Structure

Percentage of assets under management Yes

Fixed fees Not reported

Hourly charges Yes

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Onedigital

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Frequently Asked Questions

What is Onedigital's AUM?

Onedigital reports approximately $155.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Onedigital headquartered?

Onedigital is headquartered in Overland Park, Kansas.

What is Onedigital's CRD number?

Onedigital's CRD number is 106766. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.