One Capital Management, LLC
One Capital Management, LLC (CRD# 114861) is a financial advisory firm headquartered in Westlake Village, CA. They manage $6,207,244,396 in 7,533 accounts and serve the financial needs of clients across 34 states (or territories).
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Total Assets Under Management6,207MILLION
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Total Number of Accounts7,533ACCOUNTS
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Average Account Value$824,007
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Other
AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OR, PA, TN, TX, UT, VA, VT, WA, WI
Samantha Bakke (CRD# 5793211) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has over 13 years of experience in the finance industry.
Brad Barrett (CRD# 5360288) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has over 15 years of experience in the finance industry.
Wayne Baxter (CRD# 6102221) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has over 11 years of experience in the finance industry.
Kevin Boden (CRD# 811187) is an Investment Advisor Representative working at One Capital Management, LLC in San Francisco, CA and has over 41 years of experience in the finance industry.
Patrick Bowen (CRD# 2601600) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has over 28 years of experience in the finance industry.
Janet Brown (CRD# 838427) is an Investment Advisor Representative working at One Capital Management, LLC in San Francisco, CA and has over 30 years of experience in the finance industry.
Sheri Ann Chang Yamaguchi (CRD# 2809546) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has 1 year of experience in the finance industry.
Sheila Cimini (CRD# 3197117) is an Investment Advisor Representative working at One Capital Management, LLC in Newport Beach, CA and has over 12 years of experience in the finance industry.
John Clagett (CRD# 2398662) is an Investment Advisor Representative working at One Capital Management, LLC in Fort Collins, CO and has over 30 years of experience in the finance industry.
Sandra Cohen (CRD# 6288790) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has 1 year of experience in the finance industry.