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| One Capital Management LLC
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|---|---|
| CRD # | 114861 |
| SEC # | 801-60483 |
| CIK # | 0001606588 |
| AUM | 8,526.0 M (2026-06-14) |
| Employees | 103 (53% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail, Research |
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