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
Steven Cowley (CRD# 1580108) 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.