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).
-
Total Assets Under Management6,207MILLION
-
Total Number of Accounts7,533ACCOUNTS
-
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
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.
Nicholas McDonald (CRD# 6043162) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has over 8 years of experience in the finance industry.
Sean McKeon (CRD# 1675461) 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.
Lance Messervy (CRD# 6277354) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has over 10 years of experience in the finance industry.
Carl Mueller (CRD# 1847884) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has over 35 years of experience in the finance industry.
Melvyn Nachman (CRD# 344386) 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.
Jason Nahoul (CRD# 5823498) is an Investment Advisor Representative working at One Capital Management, LLC in Newport Beach, CA and has over 13 years of experience in the finance industry.
Rohan Nayak (CRD# 6066126) 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.
Tobie Rodriguez (CRD# 4855127) 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.
Zamir Siddiqi (CRD# 4243027) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has over 23 years of experience in the finance industry.