David
Kover

Onedigital

CRD#1854836
Investment Advisor
in Naples, FL

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About this Advisor

David Kover is a financial advisor based in Naples, Florida, working with Onedigital. David has previously held positions at First Heartland Capital Inc, Onedigital Investment Advisors LLC, Vertical Financial Group, Triad Advisors, and Osaic Wealth, Inc. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, Illinois, and Indiana. Currently, David is part of Onedigital, which operates out of Naples, Florida. The firm has 83 offices and 610 employees. Onedigital manages assets totaling $142.6 billion and serves both charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Onedigital includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

780 Fifth Ave South Suite 200
Naples, FL 34102

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Onedigital Brokerage Details

Total Assets Under Management

$142,602,344,768

FL Average: $2,243,162,756
Total Number of Employees

610

FL Average: 44
Total Number of Accounts

38,423

FL Average: 4,091
Average Account Size

$3,711,380

FL Average: $548,316

Investment Advisory Services

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

David Kover Work History

2024 - Present (1 year)

Osaic Wealth, Inc

2018 - Present (7 years)

Onedigital Investment Advisors LLC

2001 - Present (24 years)

Vertical Financial Group

2018 - 2024 (6 years)

Triad Advisors

2001 - 2018 (17 years)

First Heartland Capital Inc

Disclosures

Please visit the SEC profile of David Kover to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Onedigital

Brandon Cutler
Overland Park, KS
Brian Clark
Belmar, NJ
James Miller
Overland Park, KS
Alexsa Donoghue
Farmington, CT
Emily Everett
Chicago, IL
Austin Miller
Overland Park, KS
Anthony Muraski
Spring Lake, MI
Keith Guertin
Overland Park, KS

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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