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ONEDIGITAL INVESTMENT ADVISORS LLC, CRD 106766
OVERLAND PARK, KS
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
Dated 2026-07-07 (filing); first seen by DFX 2026-09-15.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| TIMOTHY ALLEN COLE | Certified Financial Planner | REDWOOD CITY, CA | OVERLAND PARK, KS | SAN JOSE, CA | 15 | 31 | 3 | no |
| SCOTT ANTHONY KESWICK | n/a | OVERLAND PARK, KS | MORGAN HILL, CA | SAN JOSE, CA | 15 | 16 | 1 | no |
| VINCENT LEE MORRIS | n/a | OVERLAND PARK, KS | 15 | 32 | 3 | yes |
| ROBERT ERICK BJORSETH | n/a | OVERLAND PARK, KS | Leawood, KS | 15 | 28 | 4 | yes |
| TRISTAN WAYNE TALLEY | n/a | OVERLAND PARK, KS | 15 | 27 | 4 | yes |
| William Patrick Schafer | n/a | OVERLAND PARK, KS | 14 | 15 | 1 | no |
| Travis Roy Power | n/a | OVERLAND PARK, KS | 14 | 17 | 1 | no |
| Brandon Tate Kempin | n/a | OVERLAND PARK, KS | 13 | 13 | 1 | no |
| RICHARD AARON WEBDELL | Certified Financial Planner | OVERLAND PARK, KS | 11 | 24 | 4 | yes |
| Scott Brandon Dooley | n/a | OVERLAND PARK, KS | Englewood, CO | Colorado Springs, CO | 11 | 30 | 8 | no |
| JASON KYLE CHEPENIK | Certified Financial Planner | Orlando, FL | OVERLAND PARK, KS | 11 | 31 | 4 | yes |
| Christine Ann Vitale | n/a | OVERLAND PARK, KS | 11 | 18 | 1 | no |
| Katherine Marie Kirchner | n/a | OVERLAND PARK, KS | 11 | 15 | 1 | no |
| KEITH ANTHONY GUERTIN | n/a | OVERLAND PARK, KS | 11 | 20 | 3 | yes |
| Elaine Johnson Featherstone | n/a | OVERLAND PARK, KS | Auburn Hills, MI | 11 | 25 | 1 | no |
| David Allen Anderson | n/a | OVERLAND PARK, KS | Auburn Hills, MI | Grand Rapids, MI | 11 | 34 | 2 | no |
| Mark Le Strange Beaton | n/a | Denver, CO | OVERLAND PARK, KS | 11 | 16 | 3 | no |
| CAREY BRET MORRISON | n/a | OVERLAND PARK, KS | 11 | 30 | 4 | yes |
| NATHAN DAVID WHITE | n/a | Alamo, CA | OVERLAND PARK, KS | Walnut Creek, CA | 10 | 25 | 2 | no |
| JOHN MARTIN MODERSON | n/a | Prairie Village, KS | OVERLAND PARK, KS | 9 | 13 | n/a | yes |
| Robert James Carr | Certified Financial Planner | OVERLAND PARK, KS | Auburn Hills, MI | 9 | 39 | 2 | no |
| DELPHINE CORMIAE HUNT | n/a | OVERLAND PARK, KS | Walnut Creek, CA | 9 | 14 | 4 | no |
| JAMES LOUIS CATTANEO | Certified Financial Planner | OVERLAND PARK, KS | Auburn Hills, MI | 9 | 42 | 1 | yes |
| John Bertram Hull | n/a | OVERLAND PARK, KS | 9 | 12 | n/a | no |
| MILO JASPER GOSS | n/a | OVERLAND PARK, KS | Meridian, ID | 8 | 22 | 1 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| PALM TREE PARTNERS, LP | Hedge Fund | $49.4M | Jul 19, 2024 | 25 | Mar 27, 2012 | reported | 021-98998 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CHATTOPADHYAY, SAUMEN | CHIEF INVESTMENT OFFICER | Na | yes | 10/2021 | Mar 29, 2022 | Jul 19, 2024 |
| DIGITAL INSURANCE HOLDINGS LLC | Member | E | yes | 06/2011 | Mar 31, 2021 | Jul 19, 2024 |
| DIGITAL INSURANCE LLC | Owner | E | yes | 01/2020 | Jul 19, 2024 | Jul 19, 2024 |
| ITO, DAVID, AKIRA | CHIEF COMPLIANCE OFFICER | Na | yes | 07/2024 | Jul 19, 2024 | Jul 19, 2024 |
| MORRIS, VINCENT, LEE | President | Na | yes | 01/2020 | Mar 22, 2012 | Jul 19, 2024 |
| ONEDIGITAL BORROWER LLC | Member | E | yes | 04/2017 | Oct 11, 2023 | Jul 19, 2024 |
| ONEDIGITAL HOLDINGS LLC | Member | E | yes | 10/2020 | Oct 11, 2023 | Jul 19, 2024 |
| ONEDIGITAL INTERMEDIATE 2 LLC | Member | E | yes | 04/2017 | Oct 11, 2023 | Jul 19, 2024 |
| ONEDIGITAL INTERMEDIATE I LLC | Member | E | yes | 04/2017 | Jul 19, 2024 | Jul 19, 2024 |
| ONEDIGITAL MANAGEMENT HOLDINGS LLC | MEMBER CLASS A INTERESTS | E | yes | 11/2020 | Mar 31, 2021 | Jul 19, 2024 |
| ONEDIGITAL MANAGEMENT LLC | MEMBER CLASS A INTERESTS | C | yes | 11/2020 | Mar 31, 2021 | Jul 19, 2024 |
| ONEDIGITAL TOPCO LLC | Member | E | yes | 11/2020 | Mar 31, 2021 | Jul 19, 2024 |
| ONEX OD HOLDINGS INC. | MEMBER CLASS A INTERESTS | C | yes | 11/2020 | Mar 31, 2021 | Jul 19, 2024 |
| ONEX OD LIMITED PARTNERSHIP | Shareholder | E | yes | 11/2020 | Mar 31, 2021 | Jul 19, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| ONEDIGITAL ASSET MANAGEMENT, LLC | n/a | Asset manager | $762,310 | N | yes | n/a |
| DIGITAL INSURANCE LLC | n/a | n/a | n/a | Y | no | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Greensboro | Nc | United States | 18 | no |
| SAN DIEGO | CA | United States | 15 | yes |
| Escondido | CA | United States | 11 | yes |
| Irvine | CA | United States | 10 | yes |
| Clayton | Mo | United States | 10 | no |
| Wall | Nj | United States | 10 | yes |
| Orlando | FL | United States | 8 | yes |
| Baltimore | Md | United States | 8 | yes |
| Danvers | Ma | United States | 7 | no |
| AUBURN HILLS | Mi | United States | 7 | yes |
| Minnetonka | Mn | United States | 7 | yes |
| Princeton | Nj | United States | 7 | yes |
| Medina | Oh | United States | 7 | no |
| Houston | TX | United States | 7 | no |
| Sandy | Ut | United States | 7 | yes |
| Atlanta | Ga | United States | 6 | yes |
| OAK BROOK | IL | United States | 6 | yes |
| BASKING RIDGE | Nj | United States | 6 | yes |
| Armonk | NY | United States | 6 | no |
| Hauppage | NY | United States | 6 | yes |
| Rochester | NY | United States | 6 | no |
| Nashville | Tn | United States | 6 | yes |
| Richmond | Va | United States | 6 | no |
| FORT LAUDERDALE | FL | United States | 5 | yes |
| Tampa | FL | United States | 5 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 1, 2026 | $155B | $59B | 648 | 367 | 173 | n/a | n/a |
| 2024 | Mar 31, 2025 | $143B | $51B | 610 | 333 | 83 | n/a | n/a |
| 2023 | Mar 29, 2024 | $107B | $35B | 550 | 380 | 83 | 1 | $49.4M |
| 2022 | Mar 29, 2023 | $89B | $27B | 550 | 380 | 73 | 1 | $85.6M |
| 2021 | Mar 29, 2022 | $102B | $26B | 500 | 350 | 68 | 1 | $100M |
| 2020 | Mar 31, 2021 | $65B | $14B | 400 | 350 | 49 | n/a | n/a |
| 2019 | Mar 30, 2020 | $44B | $8.0B | 300 | 275 | 49 | n/a | n/a |
| 2018 | Mar 29, 2019 | $25B | $3.1B | 200 | 170 | 41 | n/a | n/a |
| 2017 | Mar 27, 2018 | $10B | $1.9B | 130 | 85 | 20 | n/a | n/a |
| 2016 | Mar 23, 2017 | $5.7B | $1.2B | 85 | 55 | n/a | n/a | n/a |
| 2015 | Mar 16, 2016 | $3.9B | $560M | 75 | 45 | n/a | n/a | n/a |
| 2014 | Mar 27, 2015 | $2.6B | $598M | 55 | 35 | n/a | n/a | n/a |
| 2013 | Mar 20, 2014 | $2.1B | $303M | 37 | 24 | n/a | n/a | n/a |
| 2012 | Mar 28, 2013 | $1.1B | $250M | 21 | 15 | n/a | n/a | n/a |
| 2011 | Mar 30, 2012 | $1.2B | $201M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 75 | 21 | 54 | 5.5% | 23 | 2 | 0 | 175 | 101 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $155B | $143B | 9.0% | $89B | 20.4% | 648 | 610 | 173 | 83 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS | 2 | Jan 7, 2026 | Dec 19, 2025 | LEAWOOD, KS | Team lift out | Other | 0.6% |
| STRATEGIC WEALTH PARTNERS, LTD. | 2 | Oct 8, 2025 | Aug 13, 2025 | OVERLAND PARK, KS | Team lift out | Other | 0.7% |
| VESTGEN ADVISORS, LLC | 3 | Oct 8, 2025 | Aug 25, 2025 | OAK BROOK, IL | Team lift out | Other | 1.0% |
| INTEGRATED WEALTH CONCEPTS LLC | 7 | Jan 16, 2025 | Feb 9, 2026 | ESCONDIDO, CA | Team lift out | Other | 2.4% |
| ACCELERATE RETIREMENT | 3 | Jan 16, 2025 | Nov 12, 2024 | OVERLAND PARK, KS | Team lift out | Other | 1.0% |
| INTEGRATED WEALTH CONCEPTS LLC | 4 | Jan 6, 2025 | Nov 5, 2024 | HONOLULU, HI | Team lift out | Other | 1.4% |
| INDEPENDENT FINANCIAL PARTNERS | 2 | Jan 3, 2025 | Jul 1, 2025 | OVERLAND PARK, KS | Team lift out | Other | 0.7% |
| INTEGRATED WEALTH CONCEPTS LLC | 3 | Jan 2, 2025 | May 16, 2025 | OVERLAND PARK, KS | Team lift out | Other | 1.0% |
| ALERA INVESTMENT ADVISORS, LLC | 2 | Sep 6, 2024 | Dec 18, 2024 | OVERLAND PARK, KS | Team lift out | Other | 0.7% |
| CWM, LLC | 7 | Jan 31, 2024 | Nov 1, 2023 | OVERLAND PARK, KS | Team lift out | Other | 2.7% |
| CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC | 2 | Nov 22, 2023 | May 11, 2023 | OVERLAND PARK, KS | Team lift out | Other | 0.8% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2 | Oct 31, 2023 | Sep 12, 2023 | OVERLAND PARK, KS | Team lift out | Other | 0.9% |
| GLOBAL RETIREMENT PARTNERS LLC | 3 | Jul 1, 2022 | Jul 5, 2022 | SALT LAKE CITY, UT | Team lift out | Other | 1.6% |
| HIDDEN COVE WEALTH MANAGEMENT | 3 | May 4, 2022 | Mar 25, 2022 | OVERLAND PARK, KS | Team lift out | Other | 1.6% |
| HIDDEN COVE WEALTH MANAGEMENT | 2 | May 4, 2022 | Mar 25, 2022 | BAINBRIDGE ISLAND, WA | Team lift out | Other | 1.1% |
| WEALTHSPIRE RETIREMENT ADVISORY | 6 | Jan 6, 2022 | Jan 27, 2022 | OVERLAND PARK, KS | Team lift out | Other | 3.2% |
| CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC | 4 | Jan 6, 2022 | Sep 30, 2022 | OVERLAND PARK, KS | Team lift out | Other | 2.1% |
| IMPACT PARTNERSHIP WEALTH, LLC | 2 | Jun 30, 2021 | Jul 2, 2021 | OVERLAND PARK, KS | Team lift out | Other | 1.1% |
| GLOBAL RETIREMENT PARTNERS LLC | 2 | Jun 9, 2021 | Jun 8, 2021 | OVERLAND PARK, KS | Team lift out | Other | 1.1% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | 8 | Jul 7, 2026 | Jul 6, 2026 | MANASSAS, VA | Team lift out | Other | 0.1% |
| SWMG HOLDINGS, LLC | 4 | May 26, 2026 | Oct 27, 2025 | ATLANTA, GA | Firm absorbed | Other | 100.0% |
| PFG ADVISORS | 6 | Apr 15, 2026 | Apr 18, 2026 | PHOENIX, AZ | Team lift out | Other | 6.8% |
| ASI WEALTH MANAGEMENT & CONSULTING SERVICES | 6 | Dec 31, 2024 | Jan 1, 2026 | BEND, OR | Firm absorbed | Other | 85.7% |
| WEALTHSOURCE? | 6 | Oct 26, 2024 | Jul 1, 2024 | SAN LUIS OBISPO, CA | Team lift out | Other | 28.6% |
| WEALTHSOURCE? | 3 | Oct 26, 2024 | Jan 10, 2024 | CENTENNIAL, CO | Team lift out | Other | 14.3% |
| WEALTHSOURCE? | 2 | Oct 26, 2024 | Jan 23, 2024 | DUBLIN, OH | Team lift out | Other | 9.5% |
| WEALTHSOURCE? | 3 | Oct 26, 2024 | Jan 9, 2024 | KNOXVILLE, TN | Team lift out | Other | 14.3% |
| LEGACY ASSET MANAGEMENT, INC. | 3 | Aug 28, 2024 | Mar 4, 2024 | HOUSTON, TX | Firm absorbed | Other | 100.0% |
| LPL FINANCIAL LLC | 5 | Aug 8, 2024 | Mar 18, 2026 | HOUSTON, TX | Team lift out | Other | 0.0% |
| SECURITIES AMERICA ADVISORS, INC. | 3 | Jun 14, 2024 | Jul 10, 2025 | APEX, NC | Team lift out | Other | 0.2% |
| SECURITIES AMERICA ADVISORS, INC. | 3 | Jun 14, 2024 | Apr 2, 2026 | RENO, NV | Team lift out | Other | 0.2% |
| WINTRUST INVESTMENTS | 4 | May 2, 2024 | May 17, 2024 | CHICAGO, IL | Team lift out | Other | 3.0% |
| KB FINANCIAL PARTNERS, LLC | 6 | Dec 31, 2023 | Sep 15, 2022 | PRINCETON, NJ | Firm absorbed | Other | 75.0% |
| TIMESCALE FINANCIAL, INC. | 5 | Dec 31, 2023 | Jul 21, 2022 | DANVERS, MA | Firm absorbed | Other | 100.0% |
| TRIAD FINANCIAL ADVISORS, INC. | 6 | Dec 11, 2023 | Feb 7, 2024 | GREENSBORO, NC | Firm absorbed | Other | 100.0% |
| HUNTINGTON FINANCIAL ADVISORS | 3 | Jul 6, 2023 | Aug 17, 2023 | COLUMBUS, OH | Team lift out | Other | 0.8% |
| INDEPENDENT FINANCIAL PARTNERS | 5 | Feb 1, 2023 | Jan 28, 2023 | ST JOHNS, FL | Team lift out | Other | 2.1% |
| HM CAPITAL MANAGEMENT, LLC | 5 | Jan 2, 2023 | Nov 10, 2022 | CLAYTON, MO | Firm absorbed | Other | 100.0% |
| AURORA PRIVATE WEALTH, INC. | 3 | Dec 31, 2022 | Nov 7, 2022 | TOTOWA, NJ | Team lift out | Other | 13.0% |