{ "crd_number": 320608, "slug": "onedigital-asset-management-overland-park-ks-320608", "primary_business_name": "ONEDIGITAL ASSET MANAGEMENT", "legal_name": "ONEDIGITAL ASSET MANAGEMENT, LLC", "dbas": [], "city": "Overland Park", "state": "KS", "country": "United States", "cbsa_code": "28140", "metro": { "cbsa_code": "28140", "common_name": "Kansas City", "msa_name": "Kansas City, MO-KS", "path": "/advisors/mo/kansas-city" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2023-03-03", "years_registered": 3, "period": "2026-10-01", "filing_date": "2026-04-01", "carried_forward": false, "raum_total": 762310.0, "raum_discretionary": 762310.0, "raum_non_discretionary": 0.0, "raum_band": "under_25m", "raum_band_label": "Under $25 million", "total_employees": 3, "advisory_employees": 1, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "other_investment_advisers": { "raum": 762310.0, "count": null, "fewer_than_5": true } }, "compensation_types": [ "other" ], "advisory_activities": [ "other", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "KS" ], "websites": [], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/320608", "city_as_filed": "OVERLAND PARK", "url": "https://advisorcensus.com/firm/onedigital-asset-management-overland-park-ks-320608", "display_name": "Onedigital Asset Management", "summary": "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.", "citation": "AdvisorCensus. Onedigital Asset Management (CRD 320608): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "Other" ], "advisory_activity_labels": [ "Selection of other advisers (including private fund managers)", "Other" ], "quick_answers": [ { "q": "How is Onedigital Asset Management compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Onedigital Asset Management reports these compensation arrangements: other." }, { "q": "Where is Onedigital Asset Management located?", "a": "Onedigital Asset Management's principal office is in Overland Park, KS, according to its Form ADV." }, { "q": "Is Onedigital Asset Management registered with the SEC or a state?", "a": "Onedigital Asset Management is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 320608." }, { "q": "How much does Onedigital Asset Management manage?", "a": "Onedigital Asset Management reports $762,310 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary)." }, { "q": "How have Onedigital Asset Management's assets and staff changed since 2023?", "a": "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." }, { "q": "Which custodians does Onedigital Asset Management use?", "a": "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." }, { "q": "Does Onedigital Asset Management report any disciplinary disclosures?", "a": "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" }, { "q": "What changed in Onedigital Asset Management's recent Form ADV filings?", "a": "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)." } ], "filing_history": [ { "period": "2023-10-01", "regulatory_assets_under_management": 365904.0, "total_employees": 0, "filing_date": "2023-02-28" }, { "period": "2024-10-01", "regulatory_assets_under_management": 588446.0, "total_employees": 3, "filing_date": "2024-03-29" }, { "period": "2025-10-01", "regulatory_assets_under_management": 662497.0, "total_employees": 3, "filing_date": "2025-03-31" }, { "period": "2026-10-01", "regulatory_assets_under_management": 762310.0, "total_employees": 3, "filing_date": "2026-04-01" } ], "recent_changes": [ { "period": "2026-05-01", "period_label": "May 2026", "notes": [ "Regulatory assets under management went from $662,497 to $762,310 (+15%).", "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-02-01", "period_label": "February 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false } ], "custodians_note": "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.", "markdown_url": "https://advisorcensus.com/firm/onedigital-asset-management-overland-park-ks-320608.md", "clients": [ { "type": "other_investment_advisers", "label": "Other investment advisers", "count": null, "fewer_than_5": true, "raum": 762310.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/320608", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }