# Onedigital

> Onedigital is an SEC-registered investment advisory firm in Overland Park, KS, registered since 1992, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated April 1, 2026.

- CRD: 106766
- Filed as: ONEDIGITAL
- Legal name: Onedigital Investment Advisors LLC
- Also doing business as: DERSE MORGEN FINANCIAL ADVISORS, KB FINANCIAL, MUNKEBY KRAMER, ONEDIGITAL FINANCIAL SERVICES, ONEDIGITAL RETIREMENT AND WEALTH, SIGNATURE WEALTH MANAGEMENT GROUP, SILICON VALLEY RETIREMENT SERVICES
- 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/106766
- AdvisorCensus page: https://advisorcensus.com/firm/onedigital-overland-park-ks-106766

## Quick answers

**How is Onedigital compensated?**
On its Form ADV (Item 5.E, October 2026), Onedigital reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**Where is Onedigital located?**
Onedigital's principal office is in Overland Park, KS, according to its Form ADV; the May 2026 filing also lists 24 other offices (Schedule D, Section 1.F).

**Is Onedigital registered with the SEC or a state?**
Onedigital is an SEC-registered investment advisory firm, registered since 1992. Status as filed: Approved. CRD 106766.

**How much does Onedigital manage?**
Onedigital reports $155,409,677,415 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (38% discretionary).

**How have Onedigital's assets and staff changed since 2021?**
In the Form ADV data for Onedigital: Regulatory assets under management: $64,797,868,905 in the October 2021 data and $155,409,677,415 in the October 2026 data, up 140%. Total employees: 400 in October 2021 and 648 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Onedigital serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9,087); pension and profit sharing plans (but not the plan participants or government pension plans) (5,160); high net worth individuals (3,846).

**Which custodians does Onedigital use?**
Onedigital's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Empower Trust and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Onedigital report any disciplinary disclosures?**
Reports 5 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation), 11.D(4) (another regulator's order in the past ten years), 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction), 11.E(2) (self-regulatory organization's finding of a rule violation), and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106766

**What changed in Onedigital's recent Form ADV filings?**
In the May 2026 filing data: Employees performing advisory functions went from 333 to 367. Added the business name Derse Morgen Financial Advisors. Added the business name Munkeby Kramer. Added the business name Signature Wealth Management Group. Added the business name Silicon Valley Retirement Services. No longer lists the business name ASI Wealth Management. No longer lists the business name Groebl Brothers. No longer lists the business name Legacy Asset Management. No longer lists the business name Resources Investment Advisors. No longer lists the business name Retirement Partner Advisors (RPA). No longer lists the business name The Pinnacle Planning Group. Changed its office addresses in Atlanta, GA. Changed its office addresses in Clayton, MO. Changed its office addresses in Danvers, MA. Changed its office addresses in Greensboro, NC. Changed its office addresses in Richmond, VA. Added an office in Apex, NC. Added an office in Knoxville, TN. No longer lists an office in Sacramento, CA. No longer lists an office in St. Louis, MO. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Empower Trust
- Fidelity Brokerage Services LLC

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: $155,409,677,415
- Discretionary: $59,084,688,779
- Non-discretionary: $96,324,988,636

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9,087 | $2,864,858,478 |
| High net worth individuals | 3,846 | $12,479,767,426 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5,160 | $139,264,073,765 |
| Charitable organizations | 22 | $149,539,372 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 88 | $651,438,374 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 1992 (34 years)
- Employees: 648 total, 367 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports 5 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.D(5): Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?
- 11.E(2): Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?
- 11.E(4): Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106766

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Apex, NC
- Armonk, NY
- Atlanta, GA
- Auburn Hills, MI
- Baltimore, MD
- Basking Ridge, NJ
- Bend, OR
- Clayton, MO
- Danvers, MA
- Farmington, CT
- Greensboro, NC
- Houston, TX
- Irvine, CA
- Knoxville, TN
- Minnetonka, MN
- Orlando, FL
- Princeton, NJ
- Richmond, VA
- Rochester, NY
- San Diego, CA
- Sandy, UT
- St. Johns, FL
- Wall, NJ
- Walnut Creek, CA

### Websites listed on Form ADV (Item 1.I)
- dersemorgen.com
- kbfinancialcompanies.com
- legacyasset.com
- munkebykramer.com
- onedigital.com
- riaadvisor.com
- signaturewmg.com
- stonestreetequity.com
- svretirementservices.com
- Facebook @ONEDIGITALADVISORY
- Instagram @TRIAD_FINANCIAL_ADVISORS
- Instagram @WEAREONEDIGITAL
- LinkedIn @WEAREONEDIGITAL
- X @RESOURCESRIA
- X @TRIADFINANCIAL
- X @WEAREONEDIGITAL

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $64,797,868,905 | 400 | May 10, 2021 |
| October 2022 | $101,681,539,206 | 500 | August 30, 2022 |
| October 2023 | $89,148,595,824 | 550 | March 29, 2023 |
| October 2024 | $107,102,338,153 | 550 | July 19, 2024 |
| October 2025 | $142,602,344,768 | 610 | March 31, 2025 |
| October 2026 | $155,409,677,415 | 648 | April 1, 2026 |

Regulatory assets under management: $64,797,868,905 in the October 2021 data and $155,409,677,415 in the October 2026 data, up 140%.
Total employees: 400 in October 2021 and 648 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Employees performing advisory functions went from 333 to 367.
- Added the business name Derse Morgen Financial Advisors.
- Added the business name Munkeby Kramer.
- Added the business name Signature Wealth Management Group.
- Added the business name Silicon Valley Retirement Services.
- No longer lists the business name ASI Wealth Management.
- No longer lists the business name Groebl Brothers.
- No longer lists the business name Legacy Asset Management.
- No longer lists the business name Resources Investment Advisors.
- No longer lists the business name Retirement Partner Advisors (RPA).
- No longer lists the business name The Pinnacle Planning Group.
- Changed its office addresses in Atlanta, GA.
- Changed its office addresses in Clayton, MO.
- Changed its office addresses in Danvers, MA.
- Changed its office addresses in Greensboro, NC.
- Changed its office addresses in Richmond, VA.
- Added an office in Apex, NC.
- Added an office in Knoxville, TN.
- No longer lists an office in Sacramento, CA.
- No longer lists an office in St. Louis, MO.
- 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 (CRD 106766): Form ADV filing data as of October 2026.