Onedigital
Firm details
- Headquarters
- Overland Park, Kansas
- CRD number
- 106766
- Registered since
- January 22, 1992
- Website
- www.onedigital.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, EMPOWER TRUST, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- Pension & Profit Sharing Plans89.61%
- HNWI8.03%
- Individuals1.84%
- Corporations / Businesses0.42%
- Charitable Organizations0.1%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Onedigital is an independent registered investment adviser organized as a limited liability company and operating as a capital allocator for both individual/family and institutional clients. The firm has been SEC-registered since 1992 and combines advisory services with insurance brokerage capabilities. Its advisory offerings include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of sub-advisers, and educational programming. The firm charges a mix of fee types—percentage of AUM, hourly and fixed fees, and performance-based arrangements—and describes itself as an active ESG investor. Onedigital also maintains industry relationships that include broker-dealer and insurance company affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds67%
- Exchange Traded Equities13%
- Cash & Cash Equivalents7%
- US Government Bonds5%
- Other3%
Owners & executives
3 of 3
David Ito
Chief Compliance OfficerCRD 6444780
Kenneth Kramer
CFO and Financial AdvisorCRD 2822605
Michael Esselman
Chief Investment OfficerCRD 5845345
Contacts
3 of 377
James Kaplan
Senior Vice PresidentCRD 1184946
Aiden Grieco
Financial Planning AssociateCRD 7946219
Danielle Maxwell
Registered RepresentativeCRD 5406184
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 906Active vs passive
$11.7B in ETFs
47%
$5.5B
32%
$6.2B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $906M | 10,309,495 | 7.76% |
Location
Overland Park, KS
Johnson
Location
Overland Park, KS
Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Johnson
- Address
- 11101 Switzer Rd
- Time zone
- CT (UTC-6)
- Office locations
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