One Capital Management, LLC

One Capital Management, LLC (CRD# 114861) is a financial advisory firm headquartered in Westlake Village, CA. They manage $1,354,816,490 in 2,843 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,355
    MILLION
  • Total Number of Accounts
    2,843
    ACCOUNTS
  • Average Account Value
    $476,545
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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, LA, MA, MO, NC, NE, NJ, NV, NY, OH, OR, TX, VA, WA

Financial Advisors at One Capital Management, LLC
Showing 1 - 10 of 18 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
Randol W. Curtis
CRD#: 2551404
3075 Townsgate Road, Suite 350, Westlake Village, CA 91361
96
Wealthminder
score

Randol Curtis (CRD# 2551404) 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.

3
Michael R. Galanowsky
CRD#: 4426271
3075 Townsgate Road, Suite 350, 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.

4
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.

5
Brad M. Barrett
CRD#: 5360288
3075 Townsgate Road, Suite 350, 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 9 years of experience in the finance industry.

6
Wayne E. Baxter
CRD#: 6102221
3075 Townsgate Road, Suite 350, Westlake Village, CA 91361
93
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.

7
Kevin D. Boden
CRD#: 811187
3075 Townsgate Road, Suite 350, Westlake Village, CA 91361
93
Wealthminder
score

Kevin Boden (CRD# 811187) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has over 35 years of experience in the finance industry.

8
Patrick J. Bowen
CRD#: 2601600
3075 Townsgate Road, Suite 350, 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.

9
Steven R. Cowley
CRD#: 1580108
3075 Townsgate Road, Suite 350, 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.

10
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 7 years of experience in the finance industry.

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