OneDigital Expands Wealth Offering By Acquiring HM Capital Management, LLC

Firm Continues to Expand with Second Wealth Management Acquisition of 2022

ATLANTA, GA – January 27, 2022 – OneDigital Investment Advisors, an SEC-registered investment advisor and wholly-owned subsidiary of OneDigital, a leading insurance brokerage, financial services and HR consulting firm, today announced it has acquired the assets of HM Capital Management, LLC (HMCM). HMCM is the second wealth management firm to join OneDigital in 2022, signaling an increased focus on wealth management as a growing concentration for the firm.

Since 2006, HM Capital Management has advised families of wealth and serves as an institutional consultant to large corporate defined contributions and defined benefit plans. The team brings to OneDigital roughly 100 wealth management clients and 45 institutional consulting clients representing almost $5.5 billion in assets under advisement.

The addition of the HM Capital Management team rounds out our offerings in St. Louis, adding wealth management and retirement to our existing employee benefits, and property & casualty teams. These teams have demonstrated a natural synergy working together, making the expansion into wealth management a natural evolution.
 
— Kelley Snook, Regional Senior Vice President, OneDigital Retirement + Wealth

When asked about what attracted him to OneDigital, Matt Kopsky, President & CEO of HM Capital Management remarked,

OneDigital’s national and growing presence in wealth management and retirement made this a natural alignment for our organization. We are excited for this next chapter for our organization.

HMCM is the 2nd wealth management firm to join OneDigital this year, and the sixth acquisition announced in 2022, signaling a strong year of M&A activity for the firm.

About OneDigital

OneDigital delivers strategic advisory consulting and technology-forward solutions to more than 85,000 employers across the nation. As employee health care, wellness and workplace benefits continue to converge, businesses of all sizes have relied on OneDigital’s exceptional advisory teams for counsel in employee benefits, wellbeing, human resources, pharmacy consulting, property and casualty solutions, as well as the retirement and wealth management services provided through OneDigital Investment Advisors. OneDigital’s commitment to technology and innovation enables its 3,000 advisors to deliver the most modern and intuitive customer experience anywhere in the industry.

OneDigital has been named as a Best Place to Work in Insurance by Business Insurance. For more information, visit onedigital.com.

Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital. Securities offered through Triad Advisors, LLC (member FINRA/SIPC). OneDigital and OneDigital Investment Advisors are separate entities from Triad Advisors, LLC.

About HM Capital Management, LLC

Established in 2006, HM Capital Management has become one of the largest and fastest growing registered investment advisory firms with assets under advisement exceeding $5.5 billion. HM Capital Management was built on the foundation of clients first and fiduciary advice. HM Capital Management uniquely provides families of wealth with a multi-family office solution model known for its holistic approach to serving all family members. HM Capital Management is also well known for its institutional consulting services to defined contribution and defined benefit plans of large corporations. HM Capital Management is a true partner providing 3(21) and 3(38) fiduciary advice to their clients.