ONE CAPITAL MANAGEMENT, LLC
Latest filing: May 14, 2025 (161 days ago)
AUM
$7,002,823,758
13% change vs. 1 year ago
57% change vs. 3 years ago
325% change vs. 5 years ago
706% change vs. 10 years ago
Employee Count
80
33% change vs. 1 year ago
48% change vs. 3 years ago
135% change vs. 5 years ago
400% change vs. 10 years ago
Main Office
WESTLAKE VILLAGE, CA
3075 TOWNSGATE ROAD, WESTLAKE VILLAGE, CA, UNITED STATES, 91361
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $7.0 |
| Non-Discretionary | $0.0 |
| Total | $7.0 |
| Client | AUM |
|---|---|
| Retail | $4.5 |
| Pooled | $0.4 |
| Institutional | $2.1 |
| Total | $7.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 2,110 | $0.5 |
| Average Individual AUM | $243,718 | |
| HNW | 1,256 | $4.0 |
| Average HNW AUM | $3,152,270 | |
| Retail Total | 3,366 | $4.5 |
| Average Retail AUM | $1,329,024 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $1.7 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $6.6 |
| Retail SMA AUM | $4.5 |
| Institutional SMA AUM | $2.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 86% | $5.7 |
| Equity Non-Exch | 1% | $0.1 |
| Govt Agency | 2% | $0.1 |
| Municipal | 1% | $0.1 |
| Sovereign | 1% | $0.1 |
| IG Credit | 2% | $0.1 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 6% | $0.4 |
| Other Pools | 0% | $0.0 |
| Cash | 1% | $0.1 |
| Other | 0% | $0.0 |
| Total | 100% | $6.6 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| OCM INSURANCE SERVICES, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
46 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| SEAN MCKEON | WESTLAKE VILLAGE | CA | S65|1993-11-15 | ||||||
| JEREMY WHITE | WESTLAKE VILLAGE | CA | S66|2016-10-18|S65|2020-08-03 | ||||||
| MELVYN NACHMAN | WESTLAKE VILLAGE | CA | S63|1987-08-24 | CERTIFIED FINANCIAL PLANNER | |||||
| WAYNE BAXTER | WESTLAKE VILLAGE | CA | S65|2012-09-22 | ||||||
| LANCE MESSERVY | WESTLAKE VILLAGE | CA | S65|2014-02-25 | ||||||
| ZACHARY BULLARD | WESTLAKE VILLAGE | CA | S65|2021-06-09 | ||||||
| SAMANTHA BAKKE | WESTLAKE VILLAGE | CA | S63|2010-06-25|S66|2012-09-07 | ||||||
| CRAIG VALDES | WESTLAKE VILLAGE | CA | S63|1993-05-07|S65|2015-07-27 | ||||||
| KANTRELL MOORE | WESTLAKE VILLAGE | CA | S63|2019-02-11|S65|2020-09-18 | ||||||
| ANDREW WHITEHOUSE | WESTLAKE VILLAGE | CA | S65|2021-09-27 | ||||||
| TOBIE RODRIGUEZ | WESTLAKE VILLAGE | CA | S63|2005-03-09|S65|2015-09-23 | ||||||
| LAURA ZIMMERMAN | WESTLAKE VILLAGE | CA | S63|1994-09-14|S65|1996-03-13 | CHARTERED FINANCIAL ANALYST | |||||
| CRANSTON GESELL | WESTLAKE VILLAGE | CA | S63|1987-10-30|S66|2000-05-03 | CERTIFIED FINANCIAL PLANNER | |||||
| DANIEL COZANO | WESTLAKE VILLAGE | CA | S65|2017-09-20 | ||||||
| ADNAN ARIFF | WESTLAKE VILLAGE | CA | S65|2022-05-28 | ||||||
| NICHOLAS MCDONALD | WESTLAKE VILLAGE | CA | S65|2015-09-21 | ||||||
| KEVIN JOHNSON | WESTLAKE VILLAGE | CA | S66|2015-11-02 | ||||||
| BENJAMIN GARVIN | WESTLAKE VILLAGE | CA | CHARTERED FINANCIAL ANALYST | ||||||
| COREY FRENCH | WESTLAKE VILLAGE | CA | S65|2023-08-02 | ||||||
| JOHN MABINI | WESTLAKE VILLAGE | CA | S63|2005-07-29|S66|2010-04-01 | CERTIFIED FINANCIAL PLANNER | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $7.0 | $0.0 | 0% | 80 | 0 | 0% |
| 2025-04-21 | $7.0 | $0.0 | 0% | 80 | 0 | 0% |
| 2024-04-02 | $6.2 | $0.8 | 13% | 60 | 20 | 33% |
| 2023-04-04 | $4.9 | $2.1 | 42% | 56 | 24 | 43% |
| 2022-04-01 | $4.5 | $2.6 | 57% | 54 | 26 | 48% |
| 2021-04-05 | $2.3 | $4.7 | 206% | 41 | 39 | 95% |
| 2020-04-01 | $1.6 | $5.4 | 325% | 34 | 46 | 135% |
| 2019-04-01 | $1.4 | $5.6 | 408% | 28 | 52 | 186% |
| 2018-04-02 | $1.4 | $5.6 | 417% | 22 | 58 | 264% |
| 2017-04-01 | $1.0 | $6.0 | 582% | 22 | 58 | 264% |
| 2016-04-01 | $0.9 | $6.1 | 660% | 18 | 62 | 344% |
| 2015-04-01 | $0.9 | $6.1 | 706% | 16 | 64 | 400% |
| 2014-04-01 | $0.7 | $6.3 | 935% | 14 | 66 | 471% |
| 2013-04-01 | $0.6 | $6.5 | 1170% | 10 | 70 | 700% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, AZ-05/11/2010, CA-08/15/2001, CO-03/05/2013, CT-03/27/2019, FL-03/06/2013, GA-03/14/2022, HI-03/22/2021, IA-03/14/2022, ID-03/14/2022, IL-03/22/2021, KS-01/13/2012, LA-03/22/2021, MA-11/02/2016, MD-03/14/2022, MI-03/22/2021, MN-03/22/2021, MO-11/02/2016, MT-03/14/2022, NC-03/22/2021, NE-11/02/2016, NH-03/22/2021, NJ-11/17/2016, NV-11/02/2016, NY-01/13/2012, OH-03/05/2013, OR-03/05/2013, PA-03/27/2019, TN-03/22/2021, TX-03/28/2005, UT-03/27/2019, VA-11/02/2016, VT-03/14/2022, WA-05/11/2010, WI-03/27/2019 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING NEWSLETTERS |
| OTHER ACTIVITIES |
|
INSURANCE AGENT |
ADVDB.CO • SOURCE: SEC FORM ADV