One Capital Management, LLC
Westlake Village, CA·SEC-registered · CRD #114861
One Capital Management, LLC is an SEC-registered investment advisory firm in Westlake Village, CA managing $8.5B across 11k client accounts, with 55 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$8.5B
Client accounts
11k
Advisory staff
55
Fee model
Fee-based
How One Capital Management, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about One Capital Management, LLC
How much does One Capital Management, LLC manage?
Per its most recent SEC Form ADV filing (06/14/2026), One Capital Management, LLC reports $8.5B in regulatory assets under management across roughly 11k client accounts.
How does One Capital Management, LLC charge?
One Capital Management, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Fixed fees, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is One Capital Management, LLC a fiduciary?
Yes. One Capital Management, LLC is registered with the U.S. Securities and Exchange Commission (CRD #114861), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is One Capital Management, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks One Capital Management, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Westlake Village, CA
Profile compiled from One Capital Management, LLC's public SEC Form ADV filing (CRD #114861, filed 06/14/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of One Capital Management, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with One Capital Management, LLC? Claim this profile.