SourcingSourcing

ONEDIGITAL ASSET MANAGEMENT, LLC

C37
CRD 320608·SEC 801-127414·OVERLAND PARK, KS
AUM
$762K
<$25M
Est. Revenue
$8K
@ 1% on AUM
Est. EBITDA
$2K
@ 30% margin
Est. Deal Value
$18K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ONEDIGITAL ASSET MANAGEMENT, LLC
CRD
320608
SEC file #
801-127414
EIN
—
DBA names
Onedigital Asset Management

Economics

AUM
$762K
AUM band
<$25M
AUM trajectory
'25'26
$662K → $762K▲ +15%
Client mix
—

Operations

Employees (total)
3
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
OVERLAND PARK KS
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Selection of other advisersOther Advisory Services
Fee basis
Other Compensation

Filings

Latest ADV filing
04/01/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DIGITAL INSURANCE LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
DIGITAL INSURANCE LLC
ITO, DAVID, AKIRA
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (3)

3
ITO, DAVID, AKIRA
Executive Officer · 2.5%
6444780
MORRIS, VINCENT, LEE
Executive Officer · 2.5%
2444990
ESSELMAN, MICHAEL, NEPHI
Executive Officer · 2.5%
5845345