One Capital Management, LLC

One Capital Management, LLC (CRD# 114861) is a financial advisory firm headquartered in Westlake Village, CA. They manage $4,940,959,715 in 8,586 accounts and serve the financial needs of clients across 34 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,941
    MILLION
  • Total Number of Accounts
    8,586
    ACCOUNTS
  • Average Account Value
    $575,467
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at One Capital Management, LLC
Showing 11 - 20 of 40 top financial advisors.
11
Daniel V. Cozano
CRD#: 1948205
101 Montgomery Street, Suite 2400, San Francisco, CA 94104

Daniel Cozano (CRD# 1948205) is an Investment Advisor Representative working at One Capital Management, LLC in San Francisco, CA and has over 6 years of experience in the finance industry.

12
Randol W. Curtis
CRD#: 2551404
3075 Townsgate Road, Suite 350, Westlake Village, CA 91361

Randol Curtis (CRD# 2551404) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has over 29 years of experience in the finance industry.

13
Martin R. Devault
CRD#: 2149714
101 Montgomery Street, Suite 2400, San Francisco, CA 94104

Martin Devault (CRD# 2149714) is an Investment Advisor Representative working at One Capital Management, LLC in San Francisco, CA and has over 32 years of experience in the finance industry.

14
Gary K. Dorfman
CRD#: 1418742
3075 Townsgate Road, Suite 350, Westlake Village, CA 91361

Gary Dorfman (CRD# 1418742) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has over 37 years of experience in the finance industry.

15
Benjamin R. Garvin
CRD#: 4339319
6709 Lower Ridge Road, Santa Rosa, CA 95404

Benjamin Garvin (CRD# 4339319) is an Investment Advisor Representative working at One Capital Management, LLC in Santa Rosa, CA and has 1 year of experience in the finance industry.

16
Cranston R. Gesell
CRD#: 1182387
100 Thousand Oaks Blvd, Thousand Oaks, CA 91360

Cranston Gesell (CRD# 1182387) is an Investment Advisor Representative working at One Capital Management, LLC in Thousand Oaks, CA and has over 36 years of experience in the finance industry.

17
Eric J. Hamel
CRD#: 4818012
3075 Townsgate Road, Suite 350, Westlake Village, CA 91361

Eric Hamel (CRD# 4818012) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has over 19 years of experience in the finance industry.

18
Kevin G. Johnson
CRD#: 6376520
100 Thousand Oaks Blvd, Thousand Oaks, CA 91360

Kevin Johnson (CRD# 6376520) is an Investment Advisor Representative working at One Capital Management, LLC in Thousand Oaks, CA and has over 8 years of experience in the finance industry.

19
Chad M. Kessler
CRD#: 4960974
520 Newport Beach Center, Suite 430, Newport Beach, CA 92660

Chad Kessler (CRD# 4960974) is an Investment Advisor Representative working at One Capital Management, LLC in Newport Beach, CA and has over 18 years of experience in the finance industry.

20
Donald H. McDonald
CRD#: 3271670
3075 Townsgate Road, Suite 350, Westlake Village, CA 91361

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.

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