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ONE CAPITAL MANAGEMENT, LLC
WESTLAKE VILLAGE, CA
805.409.8150
SEC #801-60483Total AUM
$8.5B
Employees
103Clients
3,535Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3075 TOWNSGATE ROAD
SUITE 350
WESTLAKE VILLAGE
CA 91361
United States
SUITE 350
WESTLAKE VILLAGE
CA 91361
United States
Operating Hours
7:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
805.409.8150
Other Offices
11
Financials
Total AUM
$8.5B
Accounts
10,969Discretionary
$8.5B
Accounts
10,969Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
2,300AUM
$806.6M
HNW Individual Clients
1,168AUM
$4.5B
Investment Company Clients
7AUM
$215.6M
Pension/Profit Sharing Plan Clients
35AUM
$66.7M
Charitable Organization Clients
5AUM
$19.4M
Investment Advisor Clients
7AUM
$2.8B
Corporation or Business Clients
13AUM
$125.2M
Services
Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio ManagementPublications
Other Services
ADVISORY CONSULTING SERVICES, FIRM PROVIDES SUB-ADVISER SERVICES TO TWO CANADIAN REGISTERED ETF, AND TO A LUXEMBOURG SICAV
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Subscription Fee
Compliance
Disclosures
None reported
State Registrations
AZCACOCTFLGAHIIAIDILKSLAMAMDMIMNMOMTNCNENHNJNVNYOHORPATNTXUTVAVTWAWI
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.