DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Onedigital

Institutional managerOverland Park, KansasCRD 106766SEC 801-40622website IAPD

Legal name Onedigital Investment Advisors LLC

Latest filing Apr 1, 2026

First filing on the tape Mar 22, 2012 · 73 filings

SEC status approved since Jan 22, 1992

RAUM

$155B

reported, Item 5.F

Discretionary

38%

of RAUM

Private clients

9.9%

$15B individuals and HNW

Advisors

385

registered through the firm on IAPD

RAUM per advisor

$404M

derived; firm RAUM over IAPD count

Employees

648

367 advisory (5.B.1)

Offices

173

beyond the principal office

Private funds

reported on Schedule D

History

73 filings and snapshots on the tape

RAUM$155B as of Apr 1, 2026

Mar 30, 2012$1.2B then

HNW client RAUM$12B as of Apr 1, 2026

Mar 27, 2018$195M then

State-registered IARs (5.B.3)372 as of Apr 1, 2026

Mar 30, 20120 then

Employees (5.A)648 as of Apr 1, 2026

Mar 28, 201321 then

Private funds1 as of Mar 29, 2024

Mar 29, 20221 then

RAUM +9.0% over the last fiscal year+20% a year over threeIARs 333 to 372offices 83 to 173

Practice profile

derived from the filing of Apr 1, 2026; every figure names its basis

Archetypes, each a printed rule

Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
OCIO / institutional advisory · selection of other advisers (5.G.7) and institutional share at least 50 percent
Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients

RAUM per advisor: $401MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 33derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $3.2MderivedHNW RAUM over HNW clients
Average account: $3.8MderivedRAUM over accounts (5.F.2.f)
Discretionary: 38%derivedof RAUM
Institutional: 90%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.7derivedItem 5.A over advisors
Advisors per office: 2.2derived174 offices incl. principal (1.F.5)
RAUM growth, one year: +9.0%derivedbetween the last two annual amendments
Advisor growth, one year: +12%derivedItem 5.B.3 between annual amendments
Client growth, one year: -0.2%derived
Compensation: percentage of assets, hourly, fixed fees, performance-basedreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, educational seminarsreportedItem 5.G
Custody: $3.7B, 3,920 clientsreportedItem 9.A
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Firms absorbed, 24 months: 2derivedhalf or more of a firm's advisors moved here within 14 days
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

is an insurance broker or agent (6.A.6)
buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
has custody of client cash or bank accounts (9.A.1.a)
has custody of client securities (9.A.1.b)
marketing includes testimonials (5.L.1.c)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Pension and profit-sharing plans$139B90%
High-net-worth individuals$12B8.0%
Individuals$2.9B1.8%
Corporations and businesses$651M0.4%
Charitable organizations$150M0.1%

Individual clients: 9,087reported
HNW clients: 3,846reported
Pension plan clients: 5,160reported
Charitable clients: 22reported
Accounts: 40,469reported
Financial planning clients: 101-250reported
Wrap fee programs: noreported
Custody of client assets: $3.7B for 3,920 clientsreported
Compensation: % of AUM, fixed, hourly, performancereported
Class basis: private_client_share=0.1 fund_share=0.0 institutional_share=0.9 related_bd=true related_bank=false bd_reps=94.0derived

Advisors registered through the firm

388 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
Scott Anthony Keswick	Overland Park, Ks	Oct 6, 2010	16 y	1
Timothy Allen ColeCertified Financial Planner	Redwood City, Ca	Oct 6, 2010	31 y	3
Vincent Lee Morris	Overland Park, Ks	Oct 13, 2010	32 y	3
Robert Erick Bjorseth	Overland Park, Ks	Oct 13, 2010	28 y	4
Tristan Wayne Talley	Overland Park, Ks	Oct 14, 2010	27 y	4
William Patrick Schafer	Overland Park, Ks	Jan 10, 2012	15 y	1
Travis Roy Power	Overland Park, Ks	Aug 22, 2012	17 y	1
Brandon Tate Kempin	Overland Park, Ks	Sep 9, 2013	13 y	1
Richard Aaron WebdellCertified Financial Planner	Overland Park, Ks	Dec 22, 2014	24 y	4
Scott Brandon Dooley	Overland Park, Ks	Jan 2, 2015	30 y	8
Jason Kyle ChepenikCertified Financial Planner	Orlando, Fl	Jan 7, 2015	31 y	4
Katherine Marie Kirchner	Overland Park, Ks	Jan 16, 2015	15 y	1
Christine Ann Vitale	Overland Park, Ks	Jan 16, 2015	18 y	1
Keith Anthony Guertin	Overland Park, Ks	May 8, 2015	20 y	3
David Allen Anderson	Overland Park, Ks	Jun 1, 2015	34 y	2
Elaine Johnson Featherstone	Overland Park, Ks	Jun 1, 2015	25 y	1
Mark Le Strange Beaton	Denver, Co	Aug 21, 2015	16 y	3
Carey Bret Morrison	Overland Park, Ks	Aug 31, 2015	30 y	4
Nathan David White	Alamo, Ca	Dec 11, 2015	25 y	2
John Martin Moderson	Prairie Village, Ks	Nov 17, 2016	12 y	0
Robert James CarrCertified Financial Planner	Overland Park, Ks	Dec 16, 2016	39 y	2
Delphine Cormiae Hunt	Overland Park, Ks	Apr 3, 2017	14 y	4
James Louis CattaneoCertified Financial Planner	Overland Park, Ks	Apr 14, 2017	42 y	1
John Bertram Hull	Overland Park, Ks	Aug 16, 2017	12 y	0
Milo Jasper Goss	Overland Park, Ks	Oct 10, 2017	22 y	1
Brayden Dexter Dall	Overland Park, Ks	Oct 10, 2017	18 y	1
Michael Nephi EsselmanChartered Financial Analyst	Sandy, Ut	Oct 10, 2017	15 y	1
Brett Michael Dankowski	Park Ridge, Il	Apr 13, 2018	10 y	1
David Michael KoverCertified Financial Planner	Chicago, Il	Apr 13, 2018	38 y	1
Laura Tierney ScobeeCertified Financial Planner	Overland Park, Ks	Apr 13, 2018	39 y	2
Bradford Eugene HarrisChartered Financial Consultant	Overland Park, Ks	Apr 14, 2018	44 y	2
Thomas Heath Parker	Overland Park, Ks	Apr 14, 2018	40 y	2
Brandon Jamar Cutler	Gainesville, Tx	May 30, 2018	11 y	1
David Scott Hinderstein	Overland Park, Ks	Sep 19, 2018	39 y	3
Katrina Cannon Boucher	Hanover, Pa	Sep 19, 2018	17 y	4
Allie Corinne Lucas-RiveraCertified Financial Planner, Chartered Financial Analyst	New York, Ny	Sep 19, 2018	12 y	1
Spencer Aaron Goldstein	Overland Park, Ks	Oct 1, 2018	20 y	1
Heidi Lee Sidley	White Plains, Ny	Oct 1, 2018	16 y	2
David Tyler Morehead	Bend, Or	Dec 3, 2018	19 y	5
Darren Joseph BurkeCertified Financial Planner	San Diego, Ca	Dec 3, 2018	22 y	3

All 388 advisors at Onedigital

Advisor movement

21 left, 75 joined in 12 months

net +54 in 12 months2 left in 90 days23 joined in 90 daysdeparture rate 5.5% of current headcount102 left over 36 months

Left, latest

Carmen Christine Roy to Commonwealth Financial Network
Aug 5, 2026 · Other
Keri Ellen Knight Spanier to Cambridge Investment Research Advisors, Inc.
Jul 2, 2026 · Other
Kevin Conlon Wallace to Mma Securities LLC
Apr 6, 2026 · Other
Jolene R Potts to Cliftonlarsonallen Wealth Advisors, LLC
Mar 30, 2026 · Other
Matthew James Barbera to Uhlmann Investment Management, L.L.C.
Mar 9, 2026 · Other
John Russell Moody to Frugal Financial Retirement Plan Services, LLC
Feb 3, 2026 · Other
Donica D Masterson - Ruano to Rfg Advisory, LLC
Jan 16, 2026 · Other
Richard Joseph Groebl to United Capital Financial Advisors
Jan 7, 2026 · Other
Timothy Alan Groebl to United Capital Financial Advisors
Jan 7, 2026 · Other
Dominic Depaul Trupiano to Cbiz Investment Advisory Services, LLC
Jan 7, 2026 · Other
Joel Patrick Shomaker to Kestra Advisory Services, LLC
Dec 4, 2025 · Other
Richard Francis Klenk to Cambridge Investment Research Advisors, Inc.
Dec 1, 2025 · Other
Nicholas Wayne Kroeger to Cbiz Investment Advisory Services, LLC
Nov 4, 2025 · Other
Francisco G Texidorfigueroa to Strategic Wealth Partners, Ltd.
Oct 8, 2025 · Other
Jordan Joseph Layer to Vestgen Advisors, LLC
Oct 8, 2025 · Other

Joined, latest

Lori Reed Williams from Ascensus Investment Advisors, LLC
Sep 15, 2026 · Other
Scott Joseph Smith from Gallagher Fiduciary Advisors, LLC
Sep 15, 2026 · Other
Van Gabriel Schillinger from Twin Peaks Wealth Advisors
Sep 8, 2026 · Other
Stacey Lynn Tucker from Prospera Financial Services, Inc.
Sep 1, 2026 · Other
Alexander Abel Stellema from 1834 Investment Advisors Co.
Aug 25, 2026 · Other
Lindsey Elizabeth Neal from T. Rowe Price Advisory Services, Inc.
Aug 24, 2026 · Other
Colin Edward Barker from Cbiz Investment Advisory Services, LLC
Aug 16, 2026 · Other
Alison Paige Ayd from Mma Securities LLC
Aug 10, 2026 · Other
Richard Victor Gerrity from Merrill Lynch, Pierce, Fenner & Smith Incorporated
Aug 10, 2026 · Other
Eleazar Rodriguez from Capital Client Group, Inc.
Jul 30, 2026 · Other
Amy Christine Ullrich from LPL Financial LLC
Jul 24, 2026 · Other
Todd Sterling Wright from LPL Financial LLC
Jul 13, 2026 · Other
Gabriella Carmela Toth from Cambridge Investment Research Advisors, Inc.
Jul 7, 2026 · Other
Stuart Laurence Rosenthal from Cetera Investment Advisers LLC
Jul 6, 2026 · Other
Casey Miller Rosenthal from Cetera Investment Advisers LLC
Jul 2, 2026 · Other

Every departure Every arrival

Teams: two or more advisors moving together within fourteen days, from one state

2 left for United Capital Financial Advisors
Jan 7, 2026 · Leawood, Ks
2 left for Strategic Wealth Partners, Ltd.
Oct 8, 2025 · Overland Park, Ks
3 left for Vestgen Advisors, LLC
Oct 8, 2025 · Oak Brook, Il
7 left for Integrated Wealth Concepts LLC
Jan 16, 2025 · Escondido, Ca
3 left for Accelerate Retirement
Jan 16, 2025 · Overland Park, Ks
4 left for Integrated Wealth Concepts LLC
Jan 6, 2025 · Honolulu, Hi
2 left for Independent Financial Partners
Jan 3, 2025 · Overland Park, Ks
3 left for Integrated Wealth Concepts LLC
Jan 2, 2025 · Overland Park, Ks

8 joined from Cetera Investment Advisers LLC
Jul 7, 2026 · Manassas, Va
4 joined from Swmg Holdings, LLC
May 26, 2026 · Atlanta, Ga · Firm absorbed
6 joined from Pfg Advisors
Apr 15, 2026 · Phoenix, Az
6 joined from Asi Wealth Management & Consulting Services
Dec 31, 2024 · Bend, Or · Firm absorbed
6 joined from Wealthsource?
Oct 26, 2024 · San Luis Obispo, Ca
3 joined from Wealthsource?
Oct 26, 2024 · Centennial, Co
2 joined from Wealthsource?
Oct 26, 2024 · Dublin, Oh
3 joined from Wealthsource?
Oct 26, 2024 · Knoxville, Tn

Teams out Teams in

Private funds

1 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
Palm Tree Partners, LP	Hedge Fund	$49.4M	25	Mar 27, 2012

Owners and control persons

Schedule A and B, latest filing

Saumen Chattopadhyay · Chief Investment Officercontrol
since 10/2021 · owns less than 5%
Akira David Ito · Chief Compliance Officercontrol
since 07/2024 · owns less than 5%
Lee Vincent Morris · Presidentcontrol
since 01/2020 · owns less than 5%

Entity owners

Digital Insurance LLC · Owner
direct · owns 75% or more
Digital Insurance Holdings LLC · Member
indirect · owns 75% or more of Digital Insurance LLC
Onedigital Borrower LLC · Member
indirect · owns 75% or more of Onedigital Intermediate 2 LLC
Onedigital Holdings LLC · Member
indirect · owns 75% or more of Onedigital Borrower LLC
Onedigital Intermediate 2 LLC · Member
indirect · owns 75% or more of Onedigital Intermediate I LLC
Onedigital Intermediate I LLC · Member
indirect · owns 75% or more of Digital Insurance Holdings LLC
Onedigital Management Holdings LLC · Member Class A Interests
indirect · owns 75% or more of Onedigital Management LLC
Onedigital Management LLC · Member Class A Interests
indirect · owns 25% to 50% of Onedigital Topco LLC
Onedigital Topco LLC · Member
indirect · owns 75% or more of Onedigital Holdings LLC
Onex Od Holdings Inc. · Member Class A Interests
indirect · owns 25% to 50% of Onedigital Management Holdings LLC
Onex Od Limited Partnership · Shareholder
indirect · owns 75% or more of Onex Od Holdings Inc.

Related persons

Schedule D 7.A

Digital Insurance LLC
real estatey
Onedigital Asset Management
investment advisernRAUM $762,310

Advisers that list Onedigital as a related person

320608 n

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out
Overland Park, Ks · principal	388	106	9	1
Atlanta, Ga	22	7	0
Danvers, Ma	14	3	0
Auburn Hills, Mi	12	2	0
Medina, Oh	10	2	0
Sandy, Ut	9	0	0
Phoenix, Az	8	7	0
Princeton, Nj	8	2	0
Wall, Nj	8	1	0
Greensboro, Nc	8	0	0
Houston, Tx	7	2	0
Baltimore, Md	7	3	1
Manassas, Va	7	7	0
Richmond, Va	7	2	0
New York, Ny	7	3	0
Chicago, Il	7	2	0
Franklin, Tn	6	3	0
Bend, Or	6	1	0
Minnetonka, Mn	6	2	0
Walnut Creek, Ca	5	0	0

All 60 offices

Post-acquisition retention

advisors of absorbed firms still registered here after the move

Firms absorbed: 12 since 2015, 2 in 24 monthsderived
Advisors acquired: 55derived
Still registered after 90 days: 95% of 55derived
After 180 days: 94% of 51derived
After 365 days: 92% of 51derived
After 730 days: 89% of 45derived
Team lift-outs after: 71derivedteams that left this firm within two years of an absorption

Lower bound: a person who left the industry is on neither side of the tape, and a re-registration to an affiliated CRD of the same group counts as a departure.

Offices

Schedule D 1.F, the 25 largest

Greensboro, NC18 employees
San Diego, CA15 employees
Escondido, CA11 employees
Wall, NJ10 employees
Clayton, MO10 employees
Irvine, CA10 employees
Orlando, FL8 employees
Baltimore, MD8 employees
Princeton, NJ7 employees
Houston, TX7 employees
Sandy, UT7 employees
Medina, OH7 employees
Danvers, MA7 employees
Minnetonka, MN7 employees
Auburn Hills, MI7 employees
Nashville, TN6 employees
Hauppage, NY6 employees
Armonk, NY6 employees
Oak Brook, IL6 employees
Richmond, VA6 employees
Rochester, NY6 employees
Atlanta, GA6 employees
Basking Ridge, NJ6 employees
Tampa, FL5 employees
Fort Lauderdale, FL5 employees

ADV anomalies

2 against comparable advisers; where to look, not conclusions

business activity changedChange between filings · filing Apr 1, 2026
portfolio management for pooled vehicles (Item 5.G.4): yes on the filing of 2026-01-03, no on the filing of 2026-04-01
peers: institutional managers, $20B and over (90)
office count surgeChange between filings · filing Apr 1, 2026
offices other than the principal office (Item 1.F.5) moved from 83.0 to 173.0 (+108.0%) between the annual amendments of 2025-03-31 and 2026-04-01; the peer median change was 0.0% (38 comparable advisers, 100.0th percentile of changes)
peers: institutional managers, $20B and over (38) · 100% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 38,423 to 40,469
Jan 3, 2026 to Apr 1, 2026
Advisory employees · 333 to 367
Jan 3, 2026 to Apr 1, 2026
BD registered reps · 108 to 94
Jan 3, 2026 to Apr 1, 2026
Charity clients · 27 to 22
Jan 3, 2026 to Apr 1, 2026
Corporate clients · 98 to 88
Jan 3, 2026 to Apr 1, 2026
HNW clients · 3,361 to 3,846
Jan 3, 2026 to Apr 1, 2026
Individual clients · 9,604 to 9,087
Jan 3, 2026 to Apr 1, 2026
Pension plan clients · 5,771 to 5,160
Jan 3, 2026 to Apr 1, 2026
Assets in custody · $2.1B to $3.7B
Jan 3, 2026 to Apr 1, 2026
Employees · 610 to 648
Jan 3, 2026 to Apr 1, 2026
Insurance-licensed employees · 7 to 12
Jan 3, 2026 to Apr 1, 2026
Financial planning clients · 51-100 to 101-250
Jan 3, 2026 to Apr 1, 2026
State-registered IARs · 333 to 372
Jan 3, 2026 to Apr 1, 2026
Other offices · 83 to 173
Jan 3, 2026 to Apr 1, 2026
Discretionary RAUM · $51B to $59B
Jan 3, 2026 to Apr 1, 2026
HNW RAUM · $10B to $12B
Jan 3, 2026 to Apr 1, 2026
Individual RAUM · $2.7B to $2.9B
Jan 3, 2026 to Apr 1, 2026
Non-discretionary RAUM · $92B to $96B
Jan 3, 2026 to Apr 1, 2026
Pension RAUM · $125B to $139B
Jan 3, 2026 to Apr 1, 2026
RAUM · $143B to $155B
Jan 3, 2026 to Apr 1, 2026
Accounts · 57,121 to 38,423
Jul 19, 2024 to Mar 31, 2025
Advisory employees · 380 to 333
Jul 19, 2024 to Mar 31, 2025
BD registered reps · 135 to 108
Jul 19, 2024 to Mar 31, 2025
Business name · ONEDIGITAL INVESTMENT ADVISORS to ONEDIGITAL
Jul 19, 2024 to Mar 31, 2025
Charity clients · 178 to 27
Jul 19, 2024 to Mar 31, 2025
Corporate clients · 87 to 98
Jul 19, 2024 to Mar 31, 2025
HNW clients · 2,307 to 3,361
Jul 19, 2024 to Mar 31, 2025
Individual clients · 34,343 to 9,604
Jul 19, 2024 to Mar 31, 2025
Pension plan clients · 5,647 to 5,771
Jul 19, 2024 to Mar 31, 2025
Pooled vehicle clients · 1 to 0
Jul 19, 2024 to Mar 31, 2025
Assets in custody · $249M to $2.1B
Jul 19, 2024 to Mar 31, 2025
Employees · 550 to 610
Jul 19, 2024 to Mar 31, 2025
Insurance-licensed employees · 20 to 7
Jul 19, 2024 to Mar 31, 2025
Financial planning clients · More than 500 to 51-100
Jul 19, 2024 to Mar 31, 2025
State-registered IARs · 250 to 333
Jul 19, 2024 to Mar 31, 2025
Private funds · 1 to unset
Jul 19, 2024 to Mar 31, 2025
Discretionary RAUM · $35B to $51B
Jul 19, 2024 to Mar 31, 2025
HNW RAUM · $6.8B to $10B
Jul 19, 2024 to Mar 31, 2025
Individual RAUM · $3.5B to $2.7B
Jul 19, 2024 to Mar 31, 2025
Non-discretionary RAUM · $72B to $92B
Jul 19, 2024 to Mar 31, 2025

Signals

60 dated events

Scott Joseph Smith registered as an investment adviser representative at Onedigital
Sep 15, 2026 · Advisor registered · fact
Cameron George Klaus registered as an investment adviser representative at Onedigital
Sep 15, 2026 · Advisor registered · fact
Lori Reed Williams registered as an investment adviser representative at Onedigital
Sep 15, 2026 · Advisor registered · fact
Carmen Christine Roy left Onedigital for Commonwealth Financial Network (registered 2026-09-04)
Aug 5, 2026 · Advisor changed firm · fact
5 advisors left Cetera Investment Advisers LLC (Manassas, VA) for Onedigital on the same day
Jul 7, 2026 · Team lift-out · derived
Keri Ellen Knight Spanier left Onedigital for Cambridge Investment Research Advisors, Inc. (registered 2026-07-03)
Jul 2, 2026 · Advisor changed firm · fact
Swmg Holdings, LLC's advisors moved to Onedigital (Atlanta, GA): 4 of 4 registered, on the same day
May 26, 2026 · Firm absorbed (people side) · derived
6 advisors left Pfg Advisors (Phoenix, AZ) for Onedigital within 3 days
Apr 15, 2026 · Team lift-out · derived
Kevin Conlon Wallace left Onedigital for Mma Securities Llc (registered 2026-05-08)
Apr 6, 2026 · Advisor changed firm · fact
Onedigital reported 173 offices beyond its principal office, up from 83 (2026-01-03 to 2026-04-01)
Apr 1, 2026 · Office count change · derived
Jolene R Potts left Onedigital for Cliftonlarsonallen Wealth Advisors, Llc (registered 2026-03-25)
Mar 30, 2026 · Advisor changed firm · fact
Matthew James Barbera left Onedigital for Uhlmann Investment Management, L.L.C. (registered 2026-03-17)
Mar 9, 2026 · Advisor changed firm · fact
John Russell Moody left Onedigital for Frugal Financial Retirement Plan Services, Llc (registered 2026-03-06)
Feb 3, 2026 · Advisor changed firm · fact
Donica D Masterson - Ruano left Onedigital for Rfg Advisory, Llc (registered 2026-07-20)
Jan 16, 2026 · Advisor changed firm · fact
Richard Joseph Groebl left Onedigital for United Capital Financial Advisors (registered 2025-12-19)
Jan 7, 2026 · Advisor changed firm · fact
Timothy Alan Groebl left Onedigital for United Capital Financial Advisors (registered 2025-12-19)
Jan 7, 2026 · Advisor changed firm · fact
Dominic Depaul Trupiano left Onedigital for Cbiz Investment Advisory Services, Llc (registered 2026-03-09)
Jan 7, 2026 · Advisor changed firm · fact
2 advisors left Onedigital (Leawood, KS) for United Capital Financial Advisors on the same day
Jan 7, 2026 · Team lift-out · derived
Joel Patrick Shomaker left Onedigital for Kestra Advisory Services, Llc (registered 2025-12-02)
Dec 4, 2025 · Advisor changed firm · fact
Richard Francis Klenk left Onedigital for Cambridge Investment Research Advisors, Inc. (registered 2026-02-02)
Dec 1, 2025 · Advisor changed firm · fact
Nicholas Wayne Kroeger left Onedigital for Cbiz Investment Advisory Services, Llc (registered 2025-12-08)
Nov 4, 2025 · Advisor changed firm · fact
Francisco G Texidorfigueroa left Onedigital for Strategic Wealth Partners, Ltd. (registered 2025-08-13)
Oct 8, 2025 · Advisor changed firm · fact
Robert Thomas Bockel left Onedigital for Osaic Advisory Services, Llc (registered 2025-08-29)
Oct 8, 2025 · Advisor changed firm · fact
Sean Allen Orick left Onedigital for Strategic Wealth Partners, Ltd. (registered 2025-07-02)
Oct 8, 2025 · Advisor changed firm · fact
Robert Charles Greulich left Onedigital for Vestgen Advisors, Llc (registered 2025-08-22)
Oct 8, 2025 · Advisor changed firm · fact
Javier Enrique Cordero Conde left Onedigital for Strategic Wealth Partners, Ltd. (registered 2025-08-13)
Oct 8, 2025 · Advisor changed firm · fact
Jordan Joseph Layer left Onedigital for Vestgen Advisors, Llc (registered 2025-08-25)
Oct 8, 2025 · Advisor changed firm · fact
David Matthew Frings left Onedigital for Ameritas Advisory Services, Llc (registered 2025-11-18)
Oct 8, 2025 · Advisor changed firm · fact
James Kim left Onedigital for Vestgen Advisors, Llc (registered 2025-08-25)
Oct 8, 2025 · Advisor changed firm · fact
2 advisors left Onedigital (Overland Park, KS) for Strategic Wealth Partners, LTD. on the same day
Oct 8, 2025 · Team lift-out · derived

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

How to reach

public business contact points only, each with its source

Firm profile: LINKEDIN.COM/COMPANY/WEAREONEDIGITALreportedpublic record, Form ADV, Sep 17, 2026
Website: RIAADVISOR.COMreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone: 877-742-2021reportedpublic record, Form ADV, Apr 1, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Institutional managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $404Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026