O
$155.4B Total AUM
$59.1B Disc. AUM
11.6% 3Y CAGR
648 Employees
18,378 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
- 158
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 158 offices. The firm has been operating for 34 years. Managing $155.4B in total assets under management, with 367 advisory representatives. They custody assets with Charles Schwab & Company and Empower. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
46 AVG AGE
$423.5M AVG AUM / ADVISOR
$8.5M AVG AUM / CLIENT
3.4 yrs AVG TENURE
648 Employees
367 Advisory Reps
372 RIA Reps
34yrs Firm Age
Insights
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Asset Classes
North legacy Wave Prime Ridge peak Crest
Client Personas
Momentum prime Fusion Bridge
CRM
Value Crest
Custodian
Pioneer Signal oak Vertex atlas Peak bridge Capital Value Atlas vital Peak prime Beacon atlas
Investment Themes
Pioneer Fusion meridian Prime Meridian Value Matrix Legacy fusion Foundation element
Investment Vehicles
Capital pathway Ridge Insight
Platform
Timber Foundation Matrix radial Legacy prime
Services
Element oak Meridian capital Unison Glacier Focus oak Vector atlas Frontier Signal Zenith Ridge
Technology
Catalyst Capital Foundation Frontier Capital Meridian vital
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 5 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 366 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,084,688,779 | $1,486,037 |
| Non-Discretionary | $96,324,988,636 | $21,070,173 |
| Total | $155,409,677,415 | $3,711,380 |
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Separately Managed Accounts
Total SMA Asset: $155,409,677,415
Public Funds:
8.4% Equity - Exchange:
20.3% Cash:
4.2% U.S. Government/Agency:
16.7% Other:
8.3% Corporate - Investment Grade:
12.6% Municipal Bonds:
17.6% Private Funds:
11.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $748,250,990 | 8.4% |
| Equity - Exchange | $1,808,273,226 | 20.3% |
| Cash | $374,125,495 | 4.2% |
| U.S. Government/Agency | $1,487,594,230 | 16.7% |
| Other | $739,343,240 | 8.3% |
| Corporate - Investment Grade | $1,122,376,485 | 12.6% |
| Municipal Bonds | $1,567,763,979 | 17.6% |
| Private Funds | $1,060,022,237 | 11.9% |
| 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 |