One Capital Management, LLC

One Capital Management, LLC (CRD# 114861) is a financial advisory firm headquartered in Westlake Village, CA. They manage $920,927,000 in 1,757 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    921
    MILLION
  • Total Number of Accounts
    1,757
    ACCOUNTS
  • Average Account Value
    $524,147
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, KS, NH, NY, OH, OR, TX, WA

Financial Advisors at One Capital Management, LLC
Showing 1 - 10 of 14 top financial advisors.
1
Donald H. McDonald
CRD#: 3271670
2945 Townsgate Road, Suite 300, Westlake Village, CA 91361
98
Wealthminder
score

Donald McDonald (CRD# 3271670) is the Managing Director/Founder and an Investment Advisor Representative working at One Capital Management, LLLP in Westlake Village, CA. He has over 30 years of experience in the finance industry.

2
Michael R. Galanowsky
CRD#: 4426271
2945 Townsgate Road, Suite 300, Westlake Village, CA 91361
96
Wealthminder
score

Michael Galanowsky (CRD# 4426271) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has over 7 years of experience in the finance industry.

3
Laura K. Zimmerman
CRD#: 1797398
2945 Townsgate Road, Suite 300, Westlake Village, CA 91361
96
Wealthminder
score

Laura Zimmerman (CRD# 1797398) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has over 23 years of experience in the finance industry.

4
Brad M. Barrett
CRD#: 5360288
2945 Townsgate Road, Suite 300, Westlake Village, CA 91361
93
Wealthminder
score

Brad Barrett (CRD# 5360288) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has over 8 years of experience in the finance industry.

5
Patrick J. Bowen
CRD#: 2601600
2945 Townsgate Road, Suite 300, Westlake Village, CA 91361
93
Wealthminder
score

Patrick Bowen (CRD# 2601600) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has over 22 years of experience in the finance industry.

6
Steven R. Cowley
CRD#: 1580108
2945 Townsgate Road, Suite 300, Westlake Village, CA 91361
93
Wealthminder
score

Steven Cowley (CRD# 1580108) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has over 22 years of experience in the finance industry.

7
Daniel J. Quilico
CRD#: 5687597
2945 Townsgate Road, Suite 300, Westlake Village, CA 91361
93
Wealthminder
score

Daniel Quilico (CRD# 5687597) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has over 6 years of experience in the finance industry.

8
Dan Stridsberg
CRD#: 4709834
2945 Townsgate Road, Suite 300, Westlake Village, CA 91361
93
Wealthminder
score

Dan Stridsberg (CRD# 4709834) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has over 12 years of experience in the finance industry.

9
Wayne E. Baxter
CRD#: 6102221
2945 Townsgate Road, Suite 300, Westlake Village, CA 91361
90
Wealthminder
score

Wayne Baxter (CRD# 6102221) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has over 5 years of experience in the finance industry.

10
Lance W. Messervy
CRD#: 6277354
2945 Townsgate Road, Suite 300, Westlake Village, CA 91361
89
Wealthminder
score

Lance Messervy (CRD# 6277354) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has over 3 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.