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ONEDIGITAL

OVERLAND PARK, KS · CRD 106766 · IAPD ↗ · 877-742-2021

$155.41BRegulatory AUM
367Advisory reps
648Employees
175Clients
101-250Planning clients
0Private funds
53States
12Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
May 2026 — ONEDIGITAL's Item 11 disclosure-reporting entries rose by 1 (11 -> 12).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
May 2026 — ONEDIGITAL added office(s): 83 -> 173 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
May 2026 — ONEDIGITAL reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
May 2026 — ONEDIGITAL grew from 333 to 367 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — ONEDIGITAL's Item 11 disclosure-reporting entries rose by 4 (12 -> 16).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2025 — ONEDIGITAL shrank from 380 to 333 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
60
April 2025 — ONEDIGITAL INVESTMENT ADVISORS is now doing business as ONEDIGITAL.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
66
April 2025 — ONEDIGITAL reported RAUM up 33% ($107.10B -> $142.60B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
August 2024 — ONEDIGITAL INVESTMENT ADVISORS notice-filed in VI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
August 2024 — ONEDIGITAL INVESTMENT ADVISORS's Item 11 disclosure-reporting entries rose by 5 (7 -> 12).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2024 — ONEDIGITAL INVESTMENT ADVISORS added office(s): 73 -> 83 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
March 2024 — ONEDIGITAL INVESTMENT ADVISORS's Item 11 disclosure-reporting entries rose by 2 (9 -> 11).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.