ONE CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2001

Total AUM

$8.5B

Discretionary

$8.5B

100% of AUM

Avg account

$777K

Accounts

10,969

Employees

103

Advisory reps

Firm details

Headquarters: WESTLAKE VILLAGE, California
CRD number: 114861
Registered since: November 5, 2001
Website: www.onecapital.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL BANK INDEPENDENT NETWORK (NBIN)
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
Client types: HNWI53.16%
Other Investment Advisers32.38%
Individuals9.46%
Investment Companies2.53%
Corporations / Businesses1.47%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingPublication of Periodicals

Firm profile

FINTRX

Overview

One Capital Management, LLC is an independent registered investment adviser organized as an LLC and operating since 2001. The firm serves both individual and family clients as well as institutional mandates, and combines traditional wealth management with ancillary services such as insurance brokerage and pension consulting. Its advisory services span financial planning, portfolio management for individuals, pooled vehicles and institutions, and the publication of client-facing periodicals. The firm offers flexible billing — percentage of assets under management, hourly, subscription and fixed-fee arrangements — and identifies as an active ESG investor. One Capital also reports activity as an allocator to pooled investment vehicles, and it engages with clients across a range of account types and institutional relationships. The firm has been recognized in industry rankings, including placements on FA Magazine’s Top RIA Firms list (2020) and Barron’s Top 100 RIA Firms lists (2023 and 2024).