ONEDIGITAL ASSET MANAGEMENT
Firm details
- Headquarters
- OVERLAND PARK, Kansas
- CRD number
- 320608
- Registered since
- March 3, 2023
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Other
- Client types
- Other Investment Advisers100%
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Onedigital Asset Management is a small, LLC-structured advisory firm that acts primarily as a capital allocator and as a selector of third‑party managers. The firm signals a clear equity bias: its filings show a preference for exchange‑traded equities and separately managed equity strategies, and it reports being an active ESG investor, indicating ESG considerations are integrated into at least some portfolio decisions. Onedigital’s business model leans toward selecting and overseeing external advisers rather than running a broad roster of in‑house strategies. Operationally the firm reports relationships with other financial industry entities — including broker‑dealers, other investment advisers and insurance companies — which supports a distribution and manager‑selection orientation rather than a standalone long/short trading operation. Fee arrangements are listed as “other,” and the firm identifies itself as a capital allocator, which aligns with allocating client assets to external managers and funds.
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
- Exchange Traded Equities97%
- Non-Exchange Traded Equities2%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2MICHAEL ESSELMAN
Chief Investment OfficerCRD 5845345
DAVID ITO
Chief Compliance OfficerCRD 6444780
Contacts
1 of 1VINCENT MORRIS
PresidentCRD 2444990
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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