One Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$7,002,823,758
Total clients
3,366
37% high-net worth
Total advisors
46
of 80 employees
Firm size
Multi Team
Average clients per advisor
73
Average account size
$2,080,459
Client services
Fee options
Wealth Management Planning Services starting at $4,000 fixed fee, negotiable based on service scope.
$0 - $1,000,000: 1.95% $1,000,001 - $2,000,000: 1.65% $2,000,001 - $5,000,000: 1.35% $5,000,001 - $10,000,000: 1.15% $10,000,001+: 1.00%
Insurance commissions earned by licensed insurance agents affiliated with the firm, separate and in addition to advisory fees.
Advisory Consulting Services charged at $500 per hour, negotiable depending on scope and complexity.
Account minimum: $500,000 minimum (generally required, but can be waived at discretion)
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
One Capital Management, LLC
3075 Townsgate Road, Suite 350
Westlake Village CA 91361, United States
Number of offices
9
Quick links
Advisors at this firm
Alexander A
Series 63, Series 65
Westlake Village, CA
One Capital Management, LLC
John C
Series 63, Series 66
Fort Collins, CO
One Capital Management, LLC
Sean R
Series 63, Series 65
Newport Beach, CA
One Capital Management, LLC
Kantrell M
Series 63, Series 65
Baton Rouge, LA
One Capital Management, LLC
Benjamin G
CFA®
Westlake Village, CA
One Capital Management, LLC
Riley L
Series 65
Westlake Village, CA
One Capital Management, LLC
Tobie R
Series 63, Series 65
Westlake Village, CA
One Capital Management, LLC
James N
CFP®, CFA®, Series 63, Series 65
Denver, CO
One Capital Management, LLC
Hayden B
Series 65
Westlake Village, CA
One Capital Management, LLC
Liam O
Series 65
Westlake Village, CA
One Capital Management, LLC
Derek S
CFP®, CFA®, Series 63, Series 65
Westlake Village, CA
One Capital Management, LLC
Vincent N
Series 65
Westlake Village, CA
One Capital Management, LLC
Nicholas C
Series 65
Westlake Village, CA
One Capital Management, LLC
Joel H
Series 63, Series 66
Westlake Village, CA
One Capital Management, LLC
Samantha B
Series 63, Series 66
Westlake Village, CA
One Capital Management, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")