Adriana
Elwood

Onedigital Investment Advisors

CRD#7438491
Investment Advisor
in Houston, TX

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About this Advisor

Adriana Elwood is a financial advisor based in Houston, Texas, working with Onedigital Investment Advisors. Adriana has previously held positions at Legacy Asset Management, Inc, Rhinopro, Exfinia Financial Services, Benecurv (Formerly First Financial Group Benefits), and Onedigital Investment Advisors LLC. Adriana has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Adriana is part of Onedigital Investment Advisors, which operates out of Houston, Texas. The firm has 83 offices and 550 employees. The firm manages assets totaling $107.1 billion and serves a variety of clients, including 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 Investment Advisors includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 63, 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

3411 Richmond Avenue Suite 750
Houston, TX 77046

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Onedigital Investment Advisors Brokerage Details

Total Assets Under Management

$107,102,318,821

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

550

TX Average: 44
Total Number of Accounts

57,121

TX Average: 4,091
Average Account Size

$1,875,008

TX 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

Adriana Elwood Work History

2024 - Present (0 year)

Onedigital Investment Advisors LLC

2021 - Present (3 years)

Legacy Asset Management, Inc

2017 - 2018 (1 year)

Rhinopro

2016 - 2017 (1 year)

Exfinia Financial Services

2012 - 2014 (2 years)

Benecurv (Formerly First Financial Group Benefits

Disclosures

Please visit the SEC profile of Adriana Elwood 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 Investment Advisors

Ruth Rivera
Round Rock, TX
Marisa Ricottone
Brooklyn, NY
Allie Rivera
Overland Park, KS
Katie Calpin
West Harrison, NY
Jonas Boyer
Overland Park, KS
Alex Esposito
Overland Park, KS
John Carey
Overland Park, KS
Mindy Filer
Hummelstown, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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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