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 structured as an LLC 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 menu includes financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, pension consulting and the selection of third-party advisers, plus educational seminars. Fee arrangements are varied — percentage of AUM, hourly, fixed fees and performance-based fees are all used. The firm reports active ESG investing practices and distributes both traditional and alternative product types.
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 3DAVID ITO
Chief Compliance OfficerCRD 6444780
KENNETH KRAMER
CFO and Financial AdvisorCRD 2822605
MICHAEL ESSELMAN
Chief Investment OfficerCRD 5845345
Contacts
3 of 366JAMES 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 817Active vs passive
$9.7B in ETFs
51%
$5B
34%
$4.8B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $547M | 7,148,887 | 5.63% |
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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