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Samantha Trout

Investment adviser representative at Onedigital
12 yearsExperience
2 statesRegistered in
$155.4BFirm assets
34 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

12 years in the industry.

  1. OnedigitalJan 2025 to now
  2. Onedigital Investment Advisors LLCOct 2024 to now
  3. InstacartMar 2020 to now
  4. Commerce TrustJun 2023 to Oct 2024
  5. Commerce BankMay 2022 to Jun 2023
  6. KohlsJun 2021 to Aug 2021
  7. DoordashMar 2020 to Oct 2024
  8. GrubhubMar 2020 to Oct 2024
  9. UbereatsMar 2020 to Oct 2024
  10. Fuji Japanese SteakhouseOct 2016 to Dec 2020
  11. Hibachi Grill BuffetDec 2014 to Aug 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 2 states (KS, MO).

Onedigital

Legal name: Onedigital Investment Advisors LLC

$155.4BAssets managed
18,203Clients
387Advisers
34 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
8001588
Firm CRD
106766
Advisor's SEC record (opens in a new tab)
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