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One Capital Management, LLC

● SEC registered since 2001CRD 114861SEC# 801-60483Westlake Village, CA
Export (members)
Reg. AUM
$7B
Employees
80
Accounts
8,302
Location
Westlake Village, CA

One Capital Management, LLC assets under management

One Capital Management, LLC is an investment advisory firm registered with the SEC based in Westlake Village, CA. The firm has been registered since 2001. It reports $7 billion in regulatory assets under management and employs 80 people.

One Capital Management, LLC owners & executives

12 reported
NameTitleOwnershipSince
Curtis Matthew WheelerChief Compliance OfficerUnder 5%2025
Dan Stridsberg ControlManaging DirectorUnder 5%2003
Donald Hugh McDonald ControlManaging DirectorUnder 5%2001
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Frequently asked questions

How much does One Capital Management, LLC manage?

One Capital Management, LLC reports $7 billion in regulatory assets under management on its Form ADV.

How many employees does One Capital Management, LLC have?

One Capital Management, LLC reports 80 employees.

Where is One Capital Management, LLC located?

One Capital Management, LLC is based in Westlake Village, CA and has been SEC-registered since 2001.

Does One Capital Management, LLC disclose fund performance?

One Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3075 Townsgate Road, Suite 350, Westlake Village, CA 91361
Phone805.409.8150
Fax805.870.7677
Office hours7:00 a.m. - 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$7B
Non-discretionary$0
Total (RAUM)$7B