|
⚲
|
| One Capital Management LLC
✚
|
|
|---|---|
| CRD # | 114861 |
| SEC # | 801-60483 |
| CIK # | 0001606588 |
| AUM | $8.5 B (2026-06-14) |
| Employees | 103 (53% Investors, 0% Brokers) |
| Phone | 805-409-8150 |
| Address | 3075 Townsgate Road Westlake Village, CA 91361 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Alphabet Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,300 | 0.8 |
| (b) Individuals (high net worth individuals) | 1,168 | 4.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 7 | 0.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 35 | 0.1 |
| (h) Charitable organizations | 5 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 7 | 2.8 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 10,969 | 8.5 |
| By Discretionary | ||
| Discretionary | 10,969 | 8.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 10,969 | 8.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 7.3 | |
| Total | 10,969 | 8.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001606588] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Snowden Capital Advisors LLC
✚
|
NY | 8.9 |
|
Robertson Stephens Wealth Management LLC
✚
|
CA | 8.8 |
|
US Capital Wealth Advisors LLC
✚
|
TX | 8.8 |
|
Marcuard Family Office Ltd
✚
|
8.7 | |
|
TD Private Client Wealth LLC
✚
|
NY | 8.6 |
|
Northwest Capital Management Inc
✚
|
OR | 8.5 |
|
Synovus Securities Inc
✚
|
GA | 8.4 |
|
Zhang Financial LLC
✚
|
MI | 8.4 |
|
Jonathan Roberts Advisory Group Inc
✚
|
FL | 8.2 |
|
Cambridge Associates Limited LLC
✚
|
MA | 8.2 |