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Detailed Report
CAROLINE C. STEGMAN
CAROLINE C. BURCH
CRD#: 4639290
IA
Investment Adviser
ONEDIGITAL INVESTMENT ADVISORSCRD#: 106766 8235 Forsyth Boulevard
Suite 540
Clayton, MO 63105
Registration History
2017201820192020202120222023202420252026IAONEDIGITAL INVESTMENT ADVISORS (CRD# 106766)2022 - Present (3 years)IAHM CAPITAL MANAGEMENT, LLC (CRD# 136595)2017 - 2023 (5 years)
License(s)

State Registrations

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Missouri 1/25/2022
Current Registration(s)
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ONEDIGITAL INVESTMENT ADVISORS (CRD#:106766)
8235 Forsyth Boulevard Suite 540, Clayton, MO 63105
Registered with this firm since 1/25/2022
Previous Registration(s)
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 12/19/2017 - 01/02/2023 HM CAPITAL MANAGEMENT, LLC (CRD#:136595) CLAYTON, MO
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.