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Firm profile

Onedigital

OVERLAND PARK, KSCRD 106766Latest ADV April 1, 2026

Onedigital is an SEC registered investment adviser organized as a limited liability company with a primary office location in Overland Park, KS. Its latest Form ADV filing, dated April 1, 2026, reports $155.4B in regulatory assets under management, 648 employees, 173 offices, and 40,469 accounts.

Assets Under Management
$155.4B
Employees
648
Offices
173 offices
Total Clients
18,203
Primary office
OVERLAND PARK, KS
11101 SWITZER ROAD, SUITE 200, OVERLAND PARK, KS, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCODavid A. Ito
CIOMichael N. Esselman

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 49.9% of total clients.
Top client categories% of clientsClients
1
Individuals
49.9%
9,087
2
Pension Plans
28.3%
5,160
3
HNWI
21.1%
3,846
4
Corporations
0.5%
88
5
Charitable
0.1%
22

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$155.4Bas of April 1, 2026
Discretionary38.0%
$59.1B
38% of total RAUM38.0%
Non-discretionary62.0%
$96.3B
62% of total RAUM62.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$155.4B
Total Accounts40,469
10Y AUM Change+$149.8B (+2649.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees648
Clients per Employee28:1
10Y Employee Change+563 (+662.4%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.