PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Onedigital Investment Advisors LLC

● SEC registered since 1992CRD 106766SEC# 801-40622Overland Park, KS
Export (members)
Reg. AUM
$155.41B
Employees
648
Accounts
40,469
Location
Overland Park, KS

Onedigital Investment Advisors LLC assets under management

Onedigital Investment Advisors LLC operates as an SEC-registered investment adviser based in Overland Park, KS. The firm has been registered since 1992. It reports $155.4 billion in regulatory assets under management and employs 648 people.

Onedigital Investment Advisors LLC owners & executives

19 reported
NameTitleOwnershipSince
Andrew Jefferys ControlNational Vice President - Wealth Management SolutionsUnder 5%2023
David Akira Ito ControlChief Compliance OfficerUnder 5%2024
Digital Insurance LLC ControlSole MemberOver 75%2020
See all 19 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Onedigital Investment Advisors LLC manage?

Onedigital Investment Advisors LLC reports $155.4 billion in regulatory assets under management on its Form ADV.

How many employees does Onedigital Investment Advisors LLC have?

Onedigital Investment Advisors LLC reports 648 employees.

Where is Onedigital Investment Advisors LLC located?

Onedigital Investment Advisors LLC is based in Overland Park, KS and has been SEC-registered since 1992.

Does Onedigital Investment Advisors LLC disclose fund performance?

Onedigital Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address11101 Switzer Road, Suite 200, Overland Park, KS 66210
Phone877-742-2021
Fax913-948-8200
Office hours8a.m. - 5p.m.
SEC regionDenver Regional Office (DRO)
CIK1690370
Discloses disciplinary historyYes

Regulatory AUM

$155.41B▲ 1089713%
Mar '25 — $14.3MApr '25 — $14.3MMay '25 — $14.3MJun '25 — $14.3MJul '25 — $14.3MAug '25 — $14.3MSep '25 — $14.3MOct '25 — $14.3MNov '25 — $14.3MDec '25 — $14.3MJan '26 — $142.6BFeb '26 — $142.6BMar '26 — $142.6BApr '26 — $155.41BMay '26 — $155.41BJun '26 — $155.41B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 1%
Larger than 99% of 16,271 advisers
EmployeesTop 1%
More than 99% of 16,825 advisers

Assets under management

$155.41Bregulatory AUM
Discretionary $59.08BNon-discretionary $96.32B