Firm profile

Onedigital Asset Management

OVERLAND PARK, KSCRD 320608Registration Status: ApprovedEffective since March 3, 2023SEC # 801-127414Latest ADV April 1, 2026

Onedigital Asset Management 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 $762,310 in regulatory assets under management, 3 employees, 1 office, and 59 accounts.

Assets Under Management
$762K
Employees
3
Offices
1 office
Total Clients
<5

Associated firm names

2 names listed
  • ONEDIGITAL ASSET MANAGEMENT
  • ONEDIGITAL ASSET MANAGEMENT, LLC

Leadership

2 roles identified
CCODavid A. Ito
CIOMichael N. Esselman

Advisory services offered

2 types reported
Other advisory services
Selection of other advisers

Fee models offered

1 types reported
Other fee arrangements

Offices & Contact

Primary office

OVERLAND PARK, Kansas, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Kansas

OVERLAND PARKPrimary office

1 office records listed · 1 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links
Phone877-742-2021
WebsiteNot found
LinkedInNot found

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$762Kas of April 1, 2026
Discretionary100.0%
$762K
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Client Coverage Demographics

Categories with <5 clients
Other investment advisers<5 clients

Assets under management Growth by Quarter

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

Total AUM$762K
Total Accounts59
10Y AUM Change+$396K (+108.3%)

Private Funds

Private funds reported by Onedigital Asset Management

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Employee Growth by Quarter

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

Total Employees3
Clients per Employee—
10Y Employee Change+3

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.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
DIGITAL INSURANCE LLCDirect owner · Schedule AInterest in ONEDIGITAL ASSET MANAGEMENT
75%+
DIGITAL INSURANCE HOLDINGS LLCIndirect owner · Schedule BInterest in DIGITAL INSURANCE LLC
75%+
ONEDIGITAL TOPCO LLCIndirect owner · Schedule BInterest in ONEDIGITAL HOLDINGS LLC
75%+
ONEDIGITAL MANAGEMENT HOLDINGS LLCIndirect owner · Schedule BInterest in ONEDIGITAL MANAGEMENT LLC
75%+
ONEDIGITAL INTERMEDIATE I LLCIndirect owner · Schedule BInterest in DIGITAL INSURANCE HOLDINGS LLC
75%+
ONEDIGITAL INTERMEDIATE 2 LLCIndirect owner · Schedule BInterest in ONEDIGITAL INTERMEDIATE I LLC
75%+
ONEDIGITAL BORROWER LLCIndirect owner · Schedule BInterest in ONEDIGITAL INTERMEDIATE 2 LLC
75%+
ONEDIGITAL HOLDINGS LLCIndirect owner · Schedule BInterest in ONEDIGITAL BORROWER LLC
75%+
CANADA PENSION PLAN INVESTMENT BOARDIndirect owner · Schedule BInterest in CPP INVESTMENT BOARD PRIVATE HOLDINGS (4) INC.
75%+
STONE POINT-C OD HOLDINGS AGGREGATOR, LPIndirect owner · Schedule BInterest in STONE POINT-C-ONEX OD HOLDINGS INC
50% to < 75%
ATIC THIRD INTERNATIONAL INVESTMENT COMPANY LLCIndirect owner · Schedule BInterest in T-X HAMMER CO-INVEST LP
50% to < 75%
ONEDIGITAL MANAGEMENT LLCIndirect owner · Schedule BInterest in ONEDIGITAL TOPCO LLC
25% to < 50%
STONE POINT-C-ONEX OD HOLDINGS INCIndirect owner · Schedule BInterest in ONEDIGITAL TOPCO LLC
25% to < 50%
ONEX OD LIMITED PARTNERSHIPIndirect owner · Schedule BInterest in STONE POINT-C-ONEX OD HOLDINGS INC
25% to < 50%
T-X HAMMER CO-INVEST LPIndirect owner · Schedule BInterest in STONE POINT-C OD HOLDINGS AGGREGATOR, LP
25% to < 50%
CPP INVESTMENT BOARD PRIVATE HOLDINGS (4) INC.Indirect owner · Schedule BInterest in STONE POINT-C OD HOLDINGS AGGREGATOR, LP
25% to < 50%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Onedigital Asset Management.

Reported ownership and control details

Form ADV · Filing date 2026-04-01 · Schedules A and B

19 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1DIGITAL INSURANCE LLCSOLE MEMBERDomestic entityONEDIGITAL ASSET MANAGEMENT75% or moreCode EYesSOLE MEMBER12/2021Schedule APDF page 33
2VINCENT LEE MORRISPRESIDENTIndividualONEDIGITAL ASSET MANAGEMENTLess than 5%Code NAYesPRESIDENT01/2020Schedule APDF page 33
3MICHAEL NEPHI ESSELMANCHIEF INVESTMENT OFFICERIndividualONEDIGITAL ASSET MANAGEMENTLess than 5%Code NANoCHIEF INVESTMENT OFFICER09/2024Schedule APDF page 33
4DAVID AKIRA ITOCHIEF COMPLIANCE OFFICERIndividualONEDIGITAL ASSET MANAGEMENTLess than 5%Code NAYesCHIEF COMPLIANCE OFFICER07/2024Schedule APDF page 33
5DIGITAL INSURANCE HOLDINGS LLCSOLE MEMBERDomestic entityDIGITAL INSURANCE LLC75% or moreCode EYesSOLE MEMBER06/2011Schedule BPDF page 33
6ONEDIGITAL TOPCO LLCSOLE MEMBERDomestic entityONEDIGITAL HOLDINGS LLC75% or moreCode EYesSOLE MEMBER11/2020Schedule BPDF page 33
7ONEDIGITAL MANAGEMENT LLCMEMBER CLASS A INTERESTSDomestic entityONEDIGITAL TOPCO LLC25% to less than 50%Code CYesMEMBER CLASS A INTERESTS11/2020Schedule BPDF page 33
8ONEDIGITAL MANAGEMENT HOLDINGS LLCMEMBER CLASS A INTERESTSDomestic entityONEDIGITAL MANAGEMENT LLC75% or moreCode EYesMEMBER CLASS A INTERESTS11/2020Schedule BPDF page 33
9STONE POINT-C-ONEX OD HOLDINGS INCMEMBERDomestic entityONEDIGITAL TOPCO LLC25% to less than 50%Code CYesMEMBER12/2025Schedule BPDF page 33
10ONEX OD LIMITED PARTNERSHIPSHAREHOLDERDomestic entitySTONE POINT-C-ONEX OD HOLDINGS INC25% to less than 50%Code CYesSHAREHOLDER11/2020Schedule BPDF page 33
11ONEDIGITAL INTERMEDIATE I LLCSOLE MEMBERDomestic entityDIGITAL INSURANCE HOLDINGS LLC75% or moreCode EYesSOLE MEMBER04/2017Schedule BPDF page 33
12ONEDIGITAL INTERMEDIATE 2 LLCSOLE MEMBERDomestic entityONEDIGITAL INTERMEDIATE I LLC75% or moreCode EYesSOLE MEMBER04/2017Schedule BPDF page 33
13ONEDIGITAL BORROWER LLCSOLE MEMBERDomestic entityONEDIGITAL INTERMEDIATE 2 LLC75% or moreCode EYesSOLE MEMBER04/2017Schedule BPDF page 33
14ONEDIGITAL HOLDINGS LLCSOLE MEMBERDomestic entityONEDIGITAL BORROWER LLC75% or moreCode EYesSOLE MEMBER10/2020Schedule BPDF page 34
15STONE POINT-C OD HOLDINGS AGGREGATOR, LPSHAREHOLDERDomestic entitySTONE POINT-C-ONEX OD HOLDINGS INC50% to less than 75%Code DYesSHAREHOLDER12/2025Schedule BPDF page 34
16T-X HAMMER CO-INVEST LPLIMITED PARTNERDomestic entitySTONE POINT-C OD HOLDINGS AGGREGATOR, LP25% to less than 50%Code CYesLIMITED PARTNER12/2025Schedule BPDF page 34
17ATIC THIRD INTERNATIONAL INVESTMENT COMPANY LLCLIMITED PARTNERForeign entityT-X HAMMER CO-INVEST LP50% to less than 75%Code DYesLIMITED PARTNER12/2025Schedule BPDF page 34
18CPP INVESTMENT BOARD PRIVATE HOLDINGS (4) INC.LIMITED PARTNERForeign entitySTONE POINT-C OD HOLDINGS AGGREGATOR, LP25% to less than 50%Code CYesLIMITED PARTNER12/2025Schedule BPDF page 34
19CANADA PENSION PLAN INVESTMENT BOARDSOLE SHAREHOLDERForeign entityCPP INVESTMENT BOARD PRIVATE HOLDINGS (4) INC.75% or moreCode EYesSOLE SHAREHOLDER11/2018Schedule BPDF page 34

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 4/1/2026 7:58:04 AM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* 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.