O
$142.6B Total AUM
$50.6B Disc. AUM
24.0% 3Y CAGR
610 Employees
19,091 ADV. Clients
34 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Empower · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Signal optimaEagle frontier +more
- Established Date
- 01-22-1992
- Office Locations
- 153
Office Locations
10641 Deerbrook Drive Suite 100 Knoxville TN
10900 Wayzata Blvd Suite 620 Minnetonka MN
11 Centre Park Suite 303 Rochester NY
About Onedigital
Onedigital is a Overland Park-based RIA with 153 offices. The firm has been operating for 34 years. Managing $142.6B in total assets under management, with 333 advisory representatives. They custody assets with Charles Schwab & Company and Empower. Services offered include Asset Management, Business Succession, Charitable Giving.
Team overview
46 AVG AGE
$428.2M AVG AUM / ADVISOR
$7.5M AVG AUM / CLIENT
3.4 yrs AVG TENURE
610 Employees
333 Advisory Reps
333 RIA Reps
34yrs Firm Age
Insights
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Asset Classes
North legacy Wave Prime Ridge peak Crest
Client Personas
Momentum prime Fusion
CRM
Value Crest
Custodian
Pioneer Signal oak Vertex atlas Peak bridge Capital Value
Investment Themes
Pioneer Fusion meridian Prime Meridian Value Matrix Legacy fusion Foundation element
Investment Vehicles
Capital pathway Ridge Insight
Platform
Timber Foundation Matrix radial
Services
Element oak Meridian capital Unison Glacier Focus oak Vector atlas Frontier Signal Zenith Ridge
Technology
Catalyst Capital Foundation Frontier Capital
Owner & Executives
MICHAEL NEPHI ESSELMAN
Chief Investment Officer, Vice President
- CRD
- #5845345
- Ownership
- Less than 5%
(581) 676-6703
summit.wave@catalystcapital.com
in linkedin.com/in/momentum-optima
D
DAVID AKIRA ITO
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(705) 455-9886
ember.ridge@alphacapital.com
in linkedin.com/in/fusion-north
P
Pioneer vertex
Optima bridge
- CRD
- #60656
- Ownership
- 7.1%
(313) 293-5603
vertex.ember@peakcapital.com
in linkedin.com/in/wave-alpha
Showing 2 of 3 owners & executives
Unlock allContacts
J
JUSTIN JAMES ADAMS
--
- CRD
- #8089304
(345) 297-3089
bridge.value@signalcapital.com
in linkedin.com/in/ridge-value
A
AMY LYNNE AHRENS
Advisor
- CRD
- #7292429
(227) 299-4657
zenith.insight@beaconcapital.com
in linkedin.com/in/wave-prime
V
Vital eagle
Alpha timber oak
- CRD
- #35327
(691) 580-5707
matrix.harbor@atlascapital.com
in linkedin.com/in/summit-bridge
Showing 2 of 352 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,609,967,657 | $1,486,037 |
| Non-Discretionary | $91,992,377,111 | $21,070,173 |
| Total | $142,602,344,768 | $3,711,380 |
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Separately Managed Accounts
Total SMA Asset: $142,602,344,768
Public Funds:
14.5% Equity - Exchange:
35.1% Equity - OTC:
7.2% Municipal Bonds:
28.8% U.S. Government/Agency:
14.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,291,623,733 | 14.5% |
| Equity - Exchange | $3,126,620,209 | 35.1% |
| Equity - OTC | $641,357,992 | 7.2% |
| Municipal Bonds | $2,565,431,966 | 28.8% |
| U.S. Government/Agency | $1,282,715,982 | 14.4% |
| Total | $8,907,749,882 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PEAK PATHWAY OPTIMA | RIDGE RADIAL | AKQ88GEF5 | PLFOY | 10.06% | $60,372,370 |
| BRIDGE HARBOR BRIDGE | BEACON VALUE | O0A7FPAX3 | VXEC | 10.78% | $57,453,161 |
| FUSION NORTH | PATHWAY RIDGE | 52L42BGAY | JTPW | 2.86% | $69,968,287 |
| HORIZON FOUNDATION | VALUE WAVE | IBAEO2RYY | JLD | 10.75% | $14,943,964 |
| UNISON QUANTUM INSIGHT | MOMENTUM RIDGE | T0PR4BI3B | TVPYW | 5.38% | $89,800,284 |
| ELEMENT FRONTIER | SIGNAL WAVE | OE2EW0HSP | KEPFZ | 6.14% | $59,383,360 |
| INSIGHT PIONEER | CAPITAL RADIAL | ETOIRUP5Q | HPJ | 10.90% | $102,692,251 |
| CREST WAVE | FOCUS QUANTUM | 19Z5CPO14 | KOJR | 1.71% | $90,003,462 |