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| Happy Holidays!! thanks for using AUM13F!! |
| One Capital Management LLC
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| CRD # | 114861 |
| SEC # | 801-60483 |
| CIK # | 0001606588 |
| AUM | $7.0 B (2025-05-14) |
| Employees | 80 (57% Investors, 0% Brokers) |
| Phone | 805-409-8150 |
| Address | 3075 Townsgate Road Westlake Village, CA 91361 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001606588 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Facebook Inc | 0.0 | ||
| CrowdStrike Holdings Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,110 | 0.5 |
| (b) Individuals (high net worth individuals) | 1,256 | 4.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 6 | 0.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 41 | 0.1 |
| (h) Charitable organizations | 6 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 7 | 2.0 |
| (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 | 9 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 8,302 | 7.0 |
| By Discretionary | ||
| Discretionary | 8,302 | 7.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 8,302 | 7.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.4 | |
| United States Persons | 5.6 | |
| Total | 8,302 | 7.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001606588] |
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|---|---|---|
|
US Capital Wealth Advisors LLC
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TX | 7.3 |
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Jonathan Roberts Advisory Group Inc
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FL | 7.2 |
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Foundations Investment Advisors LLC
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AZ | 7.2 |
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Robertson Stephens Wealth Management LLC
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CA | 7.1 |
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Synovus Securities Inc
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GA | 7.1 |
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Crestwood Advisors Group LLC
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Annex Advisory Services LLC
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WI | 6.9 |
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Riverbridge Partners LLC
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MN | 6.9 |
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Marcuard Family Office Ltd
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6.8 | |
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FNB Investment Advisors Inc
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PA | 6.7 |