ONEDIGITAL INVESTMENT ADVISORS

other names
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Adviser Profile
As of Date 07/19/2024
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* 107,102,338,153 20.14%
of that, discretionary 35,028,118,909 29.18%
Private Fund 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

- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

Recent News

Reported AUM

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

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$49,418,644

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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, financial planning, and family office 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’ accounts are allocated 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 could 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, 2023, OneDigital managed approximately $107,102,318,821 in assets, of which approximately $35,028,099,577 was managed on a discretionary basis and approximately $72,074,219,244 was managed on a non-discretionary basis.