firm profile
One Capital Management, LLC
Overview
One Capital Management, LLC is an SEC registered investment adviser based in Westlake Village, CA, registered since 2001. It reports $8.5B in assets under management across 10,969 accounts, with 103 employees. It has 65 investment adviser representatives.
- Reported AUM
- $8.5B
- Discretionary
- 100%
- Accounts
- 10,969
- Average account
- $777K
- Employees
- 103
- Advisory reps
- 65
- Registered since
- 2001
- Jurisdictions
- 34
As reported in the firm's August 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges, Percentage of Assets and Subscription Fees
Executive officers 3 of 5
- Patrick Joseph Bowen President CRD 2601600
- Dan Stridsberg Managing Director, Chief Compliance Officer CRD 4709834
- Donald Hugh McDonald Managing Director CRD 3271670
2 more executive officers, with direct contact details
Advisory reps 3 of 65
- Niklas Axelsen Investment Adviser Rep CRD 8050317
- Samantha Bakke Investment Adviser Rep CRD 5793211
- Hayden Barre-Henuset Investment Adviser Rep CRD 8212028
62 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 3075 Townsgate Rd Ste 350
Westlake Village, CA 91361 - County
- Ventura
- Metro area
- Oxnard-Thousand Oaks-Ventura, CA
- Region
- West
Registrations
- SEC registered
- Registered in 34 jurisdictions
- Website: fundxnewsletter.com
Every state, with registration dates
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