Investment adviser · CRD 114861

ONE CAPITAL MANAGEMENT, LLC

Investment adviser filing (IA)

WESTLAKE VILLAGE, CA, United States · Form ADV filed Aug 16, 2026

Regulatory AUM
$8.53B
Form ADV · Item 5.F
Client accounts
10,969
Accounts, not individual clients
Employees
103
Reported in this filing
Advisory professionals
55
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals1,168$4,531,980,50553.2%
Other investment advisers7$2,760,469,15132.4%
Individuals2,300$806,585,8859.5%
Investment companies7$215,624,3602.5%
Corporations & businesses13$125,238,5241.5%
Retirement plans35$66,670,7450.8%
Charities5$19,392,3770.2%
Filing source

Form ADV 2126227 · Aug 16, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 16, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Publication of newsletters

Compensation

Percentage of assets · Hourly · Subscription · Fixed

Principal office

3075 TOWNSGATE ROAD, SUITE 350
WESTLAKE VILLAGE, CA, 91361, United States

CRD 114861

Filing source

Form ADV 2126227 · Aug 16, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.