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| Onedigital Asset Management LLC
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|---|---|
| CRD # | 320608 |
| SEC # | 801-127414 |
| CIK # | |
| AUM | 0.8 M (2026-04-01) |
| Employees | 3 (33% Investors, 33% Brokers) |
| Fees | |
| Minimum | |
| Phone | 877-742-2021 |
| Address | 11101 Switzer Road, Suite 200 Overland Park, KS 66210 |
| Source | [IAPD] |
| Total AUM ($k) |
|---|
| Fees and Compensation — Form ADV Part 2A (4/1/2026) [Brochure] |
|---|
Item 5 – Fees and Compensation As noted above, OneDigital Asset Management does not currently provide any direct investment advisory or management services to outside parties. Because they are related entities, OneDigital Asset Management does not charge ODIA or Digital Insurance LLC a fee for its services. |
| Account Minimums and Types of Clients — Form ADV Part 2A (4/1/2026) [Brochure] |
|---|
Item 7 – Types of Clients OneDigital Asset Management services are currently only offered to ODIA and/or Digital Insurance LLC. |
| AUM Breakdown | Accounts | AUM ($k) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 762.3 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 59 | 762.3 |
| By Discretionary | ||
| Discretionary | 59 | 762.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 59 | 762.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 762.3 | |
| Total | 59 | 762.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional |
| LEI | 87-4044890 |
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