One Capital Management, LLC
● SEC registered since 2001CRD 114861SEC# 801-60483Westlake Village, CA
Reg. AUM
$8.53B
Employees
103
Accounts
10,969
Location
Westlake Village, CA
One Capital Management, LLC assets under management
One Capital Management, LLC is an investment advisory firm registered with the SEC based in Westlake Village, CA. The firm has been registered since 2001. It reports $8.5 billion in regulatory assets under management and employs 103 people.
One Capital Management, LLC owners & executives
17 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Curtis Matthew Wheeler | Chief Compliance Officer | Under 5% | 2025 |
| Dan Stridsberg Control | Managing Director | Under 5% | 2003 |
| Donald Hugh McDonald Control | Managing Director | Under 5% | 2001 |
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Join to unlock · $37/moFrequently asked questions
How much does One Capital Management, LLC manage?
One Capital Management, LLC reports $8.5 billion in regulatory assets under management on its Form ADV.
How many employees does One Capital Management, LLC have?
One Capital Management, LLC reports 103 employees.
Where is One Capital Management, LLC located?
One Capital Management, LLC is based in Westlake Village, CA and has been SEC-registered since 2001.
Does One Capital Management, LLC disclose fund performance?
One Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3075 Townsgate Road, Suite 350, Westlake Village, CA 91361 |
| Phone | 805.409.8150 |
| Fax | 805.870.7677 |
| Office hours | 7:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$8.53B▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 9%
Larger than 91% of 16,271 advisers
EmployeesTop 7%
More than 93% of 16,825 advisers
Assets under management
$8.53Bregulatory AUM
Discretionary $8.53B