One Capital Management, LlLP (Westlake Village)

Name: One Capital Management, LlLP
Address: 2945 Townsgate Road, Westlake Village, CA, 91361
Telephone: 805.409.8150

One Capital Management, LlLP is a large advisory firm based in Westlake Village. It manages $869.27 million of regulatory assets for 1,110 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Arizona, California, Colorado, and 8 other states.

One Capital Management, L provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and advisory consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

One Capital Management, L: assets under management

The assets under management (AUM) of One Capital Management, LlLP is $869.27 million. The firm's AUM has grown by 29% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $864.57 million in discretionary accounts and $4.7 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $781 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.57 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay One Capital Management, LlLP for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at One Capital Management, LlLP

Steven Robert Cowley has served as the Chief Investment Officer since 1 Jan 2004. Lllp Ocm Holdings joined the executive team most recently as the Managing Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Donald Hugh Mcdonald	Managing director	1 Aug 2001	Other	3271670
Dan Stridsberg	Managing director	1 Sep 2003	Other	4709834
Patrick Joseph Bowen	President and chief compliance officer	1 Jan 2004	Other	2601600
Steven Robert Cowley	Chief investment officer	1 Jan 2004	Other	1580108
Lllp Ocm Holdings	Managing member	1 Mar 2014	75% - 100%	46-4390681

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Teresa Mcdonald Irrevocable Family Trust	Limited partner	1 Apr 2008	25% - 50%	38-6975824

Based in Westlake Village

The principal office where One Capital Management, LlLP performs its advisory services is located at 2945 Townsgate Road, Westlake Village, CA 91361, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 805.409.8150 or by fax 805.870.7677. The normal business hours are 7:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at onecapital.com.