AdvisorCensus / Financial advisors / Missouri / Kansas City / Onedigital Asset Management
Onedigital Asset Management
Filed as ONEDIGITAL ASSET MANAGEMENT · Legal name Onedigital Asset Management, LLC
Onedigital Asset Management is an SEC-registered investment advisory firm in Overland Park, KS, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.
Quick answers
From the filingHow is Onedigital Asset Management compensated?
On its Form ADV (Item 5.E, October 2026), Onedigital Asset Management reports these compensation arrangements: other.
Where is Onedigital Asset Management located?
Onedigital Asset Management's principal office is in Overland Park, KS, according to its Form ADV.
Is Onedigital Asset Management registered with the SEC or a state?
Onedigital Asset Management is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 320608.
How much does Onedigital Asset Management manage?
Onedigital Asset Management reports $762,310 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary).
How have Onedigital Asset Management's assets and staff changed since 2023?
In the Form ADV data for Onedigital Asset Management: Regulatory assets under management: $365,904 in the October 2023 data and $762,310 in the October 2026 data, up 108%. Total employees: 0 in October 2023 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
Which custodians does Onedigital Asset Management use?
Onedigital Asset Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Onedigital Asset Management report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/320608
What changed in Onedigital Asset Management's recent Form ADV filings?
In the May 2026 filing data: Regulatory assets under management went from $662,497 to $762,310 (+15%). Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated April 1, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$762,310 as of October 2026, filing dated April 1, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Selection of other advisers (including private fund managers)
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- Onedigital Asset Management, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2023 (3 years)
- Employees
- Total: 3. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $762,310 | 3 | April 1, 2026 |
| October 2025 | $662,497 | 3 | March 31, 2025 |
| October 2024 | $588,446 | 3 | March 29, 2024 |
| October 2023 | $365,904 | 0 | February 28, 2023 |
Regulatory assets under management: $365,904 in the October 2023 data and $762,310 in the October 2026 data, up 108%.
Total employees: 0 in October 2023 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- May 2026
- Regulatory assets under management went from $662,497 to $762,310 (+15%).
- Updated its list of owners and control persons (Schedule A).
- February 2026
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Onedigital Asset Management (CRD 320608): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/onedigital-asset-management-overland-park-ks-320608