On April 3, 2024, OneDigital Investment Advisors announced that it acquired Legacy Asset Management.
OneDigital Investment Advisors (“OneDigital”) has announced that it acquired Legacy Asset Management (“Legacy”). Legacy’s leadership team joined OneDigital as partners. Further terms of the transaction were not disclosed.
OneDigital, based in Overland Park, Kansas, is a registered investment advisor wholly-owned subsidiary of OneDigital Health and Benefits, Inc., an insurance brokerage, financial services and HR consulting firm. As April 2024, OneDigital had $107 billion in assets under management.
Legacy, based in Houston, is a financial planner serving owner-operated companies, professional service groups, high net worth individuals and nonprofit organizations. As of December 2023, had $141 million in assets under management. Park Sutton Advisors served as financial advisor to Legacy on the transaction.
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