OA
Onedigital Asset Management, Llc
SEC-registered
Investment Adviser · Boutique (under $100M)
CRD 320608
· SEC file 801-127414
· Overland Park, KS
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ADV data as of Apr 01, 2026
- Regulatory AUM
- $762K
- Discretionary
- $762K
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 59
- Employees
- 3
AUM over time
$366K
$762K
Dec 2022
Dec 2025
Annual snapshots from Form ADV filings · as of Apr 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Other investment advisers | Fewer than 5 clients | $762K | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Lanair Products, Llc Retirement Plan Lanair Products, Llc | 2024 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Troyer, Phillip, James | Chief Compliance Officer | Feb 2014 (13y) | Less than 5% | |
| Vincent Lee Morris | President | Jan 2020 (7y) | Less than 5% | |
| Chattopadhyay, Saumen | Chief Investment Officer | Oct 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Digital Insurance Llc | Owner | Dec 2021 | A | 75% or more |
| Digital Insurance Holdings Llc | Shareholder | Jun 2011 | B | ≈ 56.25% – 100% via Digital Insurance Llc |
| Onedigital Topco Llc | Shareholder | Nov 2020 | B | ≈ 13.35% – 100% via Onedigital Holdings Llc |
| Onedigital Management Holdings Llc | Member Class A Interests | Nov 2020 | B | ≈ 2.5% – 50% via Onedigital Management Llc |
| Onex Od Limited Partnership | Shareholder | Nov 2020 | B | ≈ 0.47% – 25% via Onex Od Holdings Inc. |
| Onedigital Intermediate 1 Llc | Shareholder | Apr 2017 | B | ≈ 42.19% – 100% via Digital Insurance Holdings Llc |
| Onedigital Intermediate 2 Llc | Shareholder | Apr 2017 | B | ≈ 31.64% – 100% via Onedigital Intermediate 1 Llc |
| Onedigital Borrower Llc | Shareholder | Apr 2017 | B | ≈ 23.73% – 100% via Onedigital Intermediate 2 Llc |
| Onedigital Holdings Llc | Shareholder | Oct 2020 | B | ≈ 17.8% – 100% via Onedigital Borrower Llc |
| Onedigital Management Llc | Member Class A Interests | Nov 2020 | B | ≈ 3.34% – 50% via Onedigital Topco Llc |
| Onex Od Holdings Inc. | Member Class A Interests | Nov 2022 | B | ≈ 0.63% – 25% via Onedigital Management Holdings Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Digital Insurance Holdings Llc: 75% – 100% of Digital Insurance Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Onedigital Topco Llc: 75% – 100% of Onedigital Holdings Llc × 75% – 100% of Onedigital Borrower Llc × 75% – 100% of Onedigital Intermediate 2 Llc × 75% – 100% of Onedigital Intermediate 1 Llc × 75% – 100% of Digital Insurance Holdings Llc × 75% – 100% of Digital Insurance Llc × 75% – 100% direct ≈ 13.35% – 100% of the firm
- Onedigital Management Holdings Llc: 75% – 100% of Onedigital Management Llc × 25% – 50% of Onedigital Topco Llc × 75% – 100% of Onedigital Holdings Llc × 75% – 100% of Onedigital Borrower Llc × 75% – 100% of Onedigital Intermediate 2 Llc × 75% – 100% of Onedigital Intermediate 1 Llc × 75% – 100% of Digital Insurance Holdings Llc × 75% – 100% of Digital Insurance Llc × 75% – 100% direct ≈ 2.5% – 50% of the firm
- Onex Od Limited Partnership: 75% – 100% of Onex Od Holdings Inc. × 25% – 50% of Onedigital Management Holdings Llc × 75% – 100% of Onedigital Management Llc × 25% – 50% of Onedigital Topco Llc × 75% – 100% of Onedigital Holdings Llc × 75% – 100% of Onedigital Borrower Llc × 75% – 100% of Onedigital Intermediate 2 Llc × 75% – 100% of Onedigital Intermediate 1 Llc × 75% – 100% of Digital Insurance Holdings Llc × 75% – 100% of Digital Insurance Llc × 75% – 100% direct ≈ 0.47% – 25% of the firm
- Onedigital Intermediate 1 Llc: 75% – 100% of Digital Insurance Holdings Llc × 75% – 100% of Digital Insurance Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Onedigital Intermediate 2 Llc: 75% – 100% of Onedigital Intermediate 1 Llc × 75% – 100% of Digital Insurance Holdings Llc × 75% – 100% of Digital Insurance Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Onedigital Borrower Llc: 75% – 100% of Onedigital Intermediate 2 Llc × 75% – 100% of Onedigital Intermediate 1 Llc × 75% – 100% of Digital Insurance Holdings Llc × 75% – 100% of Digital Insurance Llc × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Onedigital Holdings Llc: 75% – 100% of Onedigital Borrower Llc × 75% – 100% of Onedigital Intermediate 2 Llc × 75% – 100% of Onedigital Intermediate 1 Llc × 75% – 100% of Digital Insurance Holdings Llc × 75% – 100% of Digital Insurance Llc × 75% – 100% direct ≈ 17.8% – 100% of the firm
- Onedigital Management Llc: 25% – 50% of Onedigital Topco Llc × 75% – 100% of Onedigital Holdings Llc × 75% – 100% of Onedigital Borrower Llc × 75% – 100% of Onedigital Intermediate 2 Llc × 75% – 100% of Onedigital Intermediate 1 Llc × 75% – 100% of Digital Insurance Holdings Llc × 75% – 100% of Digital Insurance Llc × 75% – 100% direct ≈ 3.34% – 50% of the firm
- Onex Od Holdings Inc.: 25% – 50% of Onedigital Management Holdings Llc × 75% – 100% of Onedigital Management Llc × 25% – 50% of Onedigital Topco Llc × 75% – 100% of Onedigital Holdings Llc × 75% – 100% of Onedigital Borrower Llc × 75% – 100% of Onedigital Intermediate 2 Llc × 75% – 100% of Onedigital Intermediate 1 Llc × 75% – 100% of Digital Insurance Holdings Llc × 75% – 100% of Digital Insurance Llc × 75% – 100% direct ≈ 0.63% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Lanair Products, Llc Retirement Plan | Lanair Products, Llc | 94 | $4.0M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/01/2026 | 1.54 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • NO COMPENSATION
Services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $662K (87% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 01, 2026.
View current Form ADV (SEC/IAPD) ↗