Bryan William Volk

Financial advisor at Onedigital Investment Advisors LLC · Overland Park, KS

Last updated 2026-10-10

Bryan William Volk is a financial advisor at Onedigital Investment Advisors LLC in Overland Park, KS, CRD 5894009. Licenses and exams on the registration: Series 65. IAPD registration began 2012-06-05.

Registration

CRD number: 5894009
Registration status: Active
IAPD registration: 2012-06-05
Industry Experience: 14 years
Work Experience: 15 years
States registered: FL

Licenses and exams

Series 65

Work history

2011-02 to 2017-12 · Charles Schwab & Co., Inc. · Richfield, OH
2018-01 to 2018-05 · Valmark Securities, Inc. · Akron, OH
2018-07 to 2022-03 · Huntington Private Bank · Akron, OH
2022-03 to 2024-08 · Charles Schwab · Cape Coral, FL
2024-08 to Present · Onedigital Investment Advisors LLC · Overland Park, KS

Current employment

Onedigital · Overland Park, KS

SEC IAPD record for Bryan William Volk

Onedigital Investment Advisors LLC

Regulatory AUM: $155,409,677,415
Registered advisors: 386
Offices: 328
Clients per advisor: 47.2 (Low)
Average AUM per client: $8.5M (Moderate)
High-net-worth client ratio: 21.1% (Moderate)

Onedigital Investment Advisors LLC: advisors, services and reported ETF investments

About

Bryan William Volk is a financial advisor at Onedigital, operating as Onedigital Investment Advisors LLC in Overland Park, KS. Reported securities licenses include Series 65. The latest record indicates 14 years of industry experience and 15 years of reported work history. Reported roles include Onedigital Investment Advisors LLC, Charles Schwab, Huntington Private Bank, Valmark Securities, Inc..

Onedigital Investment Advisors LLC's firm-level Form ADV reports 386 advisors across 328 offices; approximately 47.2 clients per advisor, average assets per client of $8,537,586, and regulatory AUM of $155.4B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

PortfolioFuture's firm-level 13F analysis covers $9.3B across 679 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Bryan William Volk personally.

Reported ETF positions

Onedigital Investment Advisors reports 679 ETF positions worth $9.3B on Form 13F; the largest are listed.

Largest ETF positions reported by Onedigital Investment Advisors
Fund	Reported value
SPYM — State Street SPDR Portfolio S&P 500 ETF	$906M
IUSB — iShares Core Universal USD Bond ETF	$391.2M
DYNF — iShares U.S. Equity Factor Rotation Active ETF	$269.1M
SCHG — Schwab U.S. Large-Cap Growth ETF	$263.1M
DFAU — Dimensional US Core Equity Market ETF	$235.8M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Noteworthy reported investments

Onedigital Investment Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.

Firm-reported positions leading each research ranking
Ranking	Fund	Reported value	Percentile	Key figures
Similar Fund Ranking	CGDV — Capital Group Dividend Value ETF	$9.1M	Top 99.9%	Peer conviction 86.4% · Active return +5.44%
Addressable Market	DYNF — iShares U.S. Equity Factor Rotation Active ETF	$269.1M	Top 99.9%	Addressable AUM $14.9T · Peer conviction 86.8%
Residual Alpha	CORO — iShares International Country Rotation Active ETF	$152.5M	Top 99.8%	Residual alpha +5.96% · Residual Sharpe 0.24
Diversification Benefits	IALT — iShares Systematic Alternatives Active ETF	$67.6M	Top 99.4%	Replicability (R²) 33.8% · Residual Sharpe 1.52

Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Onedigital Investment Advisors LLC on Form ADV.

Client services

Financial Planning Services
Individuals and Small Businesses
Businesses or Institutional Clients
Pension Consulting Services
Selection of Other Advisers
Educational Seminars or Workshops

Fee options

Percentage of Assets Under Management
Hourly Charges
Fixed Fees (Other Than Subscription)
Performance-Based Fees

Business and affiliations

Insurance Broker or Agent
Engaged in Other Business
Sells Non-Advisory Products or Services
Broker-Dealer or Municipal Securities Dea
Other Investment Adviser (Incl. Financial
Insurance Company or Agency

Location

11101 Switzer Road, Overland Park, KS 66210

386 advisors at this office.

Onedigital Investment Advisors office in Overland Park, KS

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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