ONEDIGITAL INVESTMENT ADVISORS LLC other names

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Adviser Profile

As of Date:

03/29/2024

Adviser Type:

- Large advisory firm
- Pension consultant
- Related adviser

Number of Employees:

550

of those in investment advisory functions:

380

Registration:

SEC, Approved, 1/22/1992

AUM:

107,102,318,821 20.14%

of that, discretionary:

35,028,099,577 29.18%

GAV:

49,418,644 -42.24%

Avg Account Size:

1,875,008 -47.00%

% High Net Worth:

5.40% 1.46%

SMA’s:

YES

Private Funds:

1

Contact Info

877 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
76B 65B 54B 43B 33B 22B 11B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Resources Investment Advisors, LLC. Buys Dimensional World ex U.S. ...
11/05/2021

Related Stocks: FTSL, IUSG, FTNT, FPE, SCHD, HYDB, DFAX, IUSV, QTAP, EMCB, FJUL, TSJA, PFF, JETS, ROKU, BIL, FTGC, CQQQ, MXIM, ATVI, NEM,

gurufocus.com

Resources Investment Advisors, LLC. Buys Columbia Diversified Fixed Income Allocation ETF, ...
08/20/2021

Related Stocks: ARKK, BND, VOO, QUAL, IYG, IEFA, DIAL, GSEW, JPIB, AVDE, TAXF, RBLX, FTCS, FSKR, GE, JKH, ABNB, SPWR,

gurufocus.com

CPP Investments names Hogg head of new sustainable energy unit
04/06/2021

Canada Pension Plan Investment Board (CPP Investments) has appointed Bruce Hogg to lead a newly created sustainable energy investment arm. CPP Investments has combined its energy and resources investment division with its power and renewables business to create the C$18bn (€12.

realassets.ipe.com

ADDvantage Technologies Group Inc.
04/06/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons

Bank of America shakes up natural resources team
04/06/2021

The US bank has named Ray Wood sole head of its global natural resources investment banking team, according to an internal memo seen by Financial News, and promoted his former co-head Julian Mylchreest into a role developing relationships with some of its ...

fnlondon.com

Cokal Ltd.
04/06/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons


Private Funds Structure

Fund Type Count GAV
Hedge Fund 1 $49,418,644

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Private Funds



Employees




Brochure Summary

Overview

OneDigital is registered as an investment adviser with the United States Securities and Exchange Commission (CRD # 106766). OneDigital was organized as a corporation under the laws of the State of Missouri in 1987 and was converted to a limited liability company in 2018. Pursuant to a Unit Purchase Agreement dated January 21, 2020, OneDigital is now a wholly owned subsidiary of Digital Insurance, LLC. The firm changed its legal name in 2023 from “Resources Investment Advisors, LLC” to “OneDigital Investment Advisors LLC” to reflect its integration with its parent company. OneDigital provides investment advisory, investment management, and financial planning services to individual and institutional clients. (OneDigital also provides investment advisory and management services to retirement plan clients, and those services are outlined in a separate brochure specifically tailored to the Retirement Plan Division.) Although some clients use OneDigital solely for investment advice, most clients rely upon the firm to actively manage their accounts for them. When OneDigital manages clients’ accounts on a discretionary basis, it has the authority to make trades within those accounts without clients’ prior consent. However, the firm’s investment management services are tailored to the individual needs of each client. That process usually begins by conducting an initial meeting with clients to determine their personal goals regarding each account and conducting a risk assessment profile to determine how much investment risk the clients are willing to incur. Based upon those considerations, clients will generally be categorized into an appropriate investment strategy. Clients can impose specific restrictions on investing in certain securities or types of securities in their investment management agreement and are reminded to notify the firm of any new restrictions on a quarterly basis. In addition, OneDigital’s investment adviser representatives typically attempt to hold investment review sessions with clients
to discuss any adjustments clients desire to make to the investments in their accounts. In 2018, OneDigital partnered with Charles Schwab & Co, Inc. (“Schwab”) to offer a “robo” advisory platform. The purpose of this platform was to provide clients – especially those with smaller account balances – a cost efficient method of obtaining professional management of their investments. The platform provides for online enrollment but does not include annual face-to-face meetings with one of OneDigital’s investment adviser representatives. Instead, OneDigital creates and manages the allocation models offered to participants in the robo advisory platform. In addition, OneDigital asks enrollees in the platform if they want to impose specific restrictions on investing in certain securities or types of securities and are reminded to notify the firm of any new restrictions on a quarterly basis. However, because the robo advisory platform is managed entirely through investment allocation models, participants who request such restrictions are required to transfer their account to OneDigital’s traditional investment management platform, which will allow for that type of customization but will usually result in higher advisory fees. Some of OneDigital’s investment adviser representatives utilize turnkey asset management programs (“TAMPs”) to allocate either all or certain segments of their clients’ investments. In most cases in which a TAMP is used, OneDigital has discretion to determine which TAMP and/or which strategy will be used to manage the client’s investment, including discretion to change those selections at any time. As a result, these client accounts are included in OneDigital’s calculation of its regulatory assets under management (“RAUM”). As of December 31, 2021, OneDigital managed approximately $89,148,595,824 in assets, of which approximately $27,115,061,122 was managed on a discretionary basis and approximately $62,033,534,702 was managed on a non-discretionary basis.