# Onedigital Asset Management

> 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.

- CRD: 320608
- Filed as: ONEDIGITAL ASSET MANAGEMENT
- Legal name: Onedigital Asset Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Overland Park, KS
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/320608
- AdvisorCensus page: https://advisorcensus.com/firm/onedigital-asset-management-overland-park-ks-320608

## Quick answers

**How 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

### Compensation (Item 5.E)
- Other

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $762,310
- Discretionary: $762,310
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Other investment advisers | Fewer than 5 | $762,310 |

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2023 (3 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $365,904 | 0 | February 28, 2023 |
| October 2024 | $588,446 | 3 | March 29, 2024 |
| October 2025 | $662,497 | 3 | March 31, 2025 |
| October 2026 | $762,310 | 3 | April 1, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Onedigital Asset Management (CRD 320608): Form ADV filing data as of October 2026.