ONE CAPITAL MANAGEMENT, LLC

CRD 114861 · SEC 801-60483

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3075 TOWNSGATE ROAD, SUITE 350, WESTLAKE VILLAGE, CA, 91361, United States

Phone

805.409.8150

Fax

805.870.7677

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$8.53B

Discretionary AUM

$8.53B

Team

103 total employees; 55 advisory reps

Clients

Fees

Percentage of AUM; Hourly charges; Subscription fees; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-14

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingPublication of periodicalsADVISORY CONSULTING SERVICES, FIRM PROVIDES SUB-ADVISER SERVICES TO TWO CANADIAN REGISTERED ETF, AND TO A LUXEMBOURG SICAV

Client types

Type	Clients	AUM
Individuals	2300	$806.6M
High net worth individuals	1168	$4.53B
Investment companies	7	$215.6M
Pension/profit sharing plans	35	$66.7M
Charitable organizations	5	$19.4M
Other investment advisers	7	$2.76B
Corporations/business entities	13	$125.2M

States served

VT, AZ, CA, CO, GA, ID, IL, IA, KS, LA, MD, MA, MI, MN, MT, NE, NV, NJ, NY, NC, OH, OR, PA, TN, UT, VA, WI, MO, WA, TX, NH, HI, CT, FL

All web addresses on file

Official SEC filing: View on IAPD