WESTLAKE VILLAGE, CACRD 114861Latest ADV March 26, 2026
One Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Westlake Village, CA. Its latest Form ADV filing, dated March 26, 2026, reports $8.5B in regulatory assets under management, 103 employees, 11 offices, and 10,969 accounts.
Assets Under Management
$8.5B
Employees
103
Offices
11 offices
Total Clients
3,535
Primary office
WESTLAKE VILLAGE, CA
3075 TOWNSGATE ROAD, SUITE 350, WESTLAKE VILLAGE, CA, United States
Top client segmentIndividuals represent 65.1% of total clients.
Top client categories% of clientsClients
1
Individuals
65.1%
2,300
2
HNWI
33.0%
1,168
3
Pension Plans
1.0%
35
4
Corporations
0.4%
13
5
Investment Cos.
0.2%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$8.5Bas of March 26, 2026
Discretionary100.0%
$8.5B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$8.5B
Total Accounts10,969
10Y AUM Change+$7.5B (+730.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees103
Clients per Employee34:1
10Y Employee Change+81 (+368.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.