Chief Investment Officer · Onedigital
Michael N. Esselman
CRD 5845345 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Onedigital, an SEC-registered asset manager based in Overland Park, KS with $155.4 billion in regulatory assets, lists Michael N. Esselman on its Form ADV as Chief Investment Officer, a control person. The SEC filings also name Michael at 1 other registered adviser.
Firms and roles
- OnedigitalChief Investment OfficerAsset manager · Overland Park, KS · $155B in regulatory assets
- Onedigital Asset ManagementChief Investment OfficerAsset manager · Overland Park, KS · $1M in regulatory assets
AtlasMembers
Michael’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Vincent L. MorrisPresident, Onedigital
- David A. ItoChief Compliance Officer, Onedigital
- Andrew JefferysNational Vice President - Wealth Management Solutions, Onedigital
- Frank E. ZugaroNational Vice President - Retirement Plan Solutions, Onedigital
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.