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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Onedigital Investment Advisors LLC
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|---|---|
| CRD # | 106766 |
| SEC # | 801-40622 |
| CIK # | 0001690370 |
| AUM | $142.6 B (2025-03-31) |
| Employees | 610 (55% Investors, 18% Brokers) |
| Phone | 877-742-2021 |
| Address | 11101 Switzer Road Overland Park, KS 66210 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| iShares Comex Gold Trust | 0.1 | ||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Palm Tree Partners LP | [2012-03-27] | 49.4 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9,604 | 2.7 |
| (b) Individuals (high net worth individuals) | 3,361 | 10.1 |
| (c) Banking or thrift institutions | 1 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5,771 | 124.9 |
| (h) Charitable organizations | 27 | 0.1 |
| (i) State or municipal government entities | 145 | 4.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 98 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 38,423 | 142.6 |
| By Discretionary | ||
| Discretionary | 34,057 | 50.6 |
| Non-Discretionary | 4,366 | 92.0 |
| Total | 38,423 | 142.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 142.6 | |
| Total | 38,423 | 142.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001690370] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Macquarie Investment Management Business Trust
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PA | 164.3 |
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Artisan Partners Limited Partnership
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WI | 162.7 |
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Mackenzie Financial Corporation
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162.4 | |
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AQR Capital Management LLC
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CT | 160.5 |
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GQG Partners LLC
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FL | 153.0 |
|
CIBC Asset Management Inc
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141.8 | |
|
BlackRock Capital Management Inc
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DE | 134.7 |
|
Lazard Asset Management LLC
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|
NY | 128.9 |
|
HSBC Global Asset Management Hong Kong Limited
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|
128.4 | |
|
Amundi Asset Management US Inc
✚
|
MA | 122.1 |