One Capital Management

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

3075 Townsgate Rd Ste 350, Westlake Vill...

Phone Number

(805) 409-8150

Revenue

$5.9 Million

Industry

Finance Securities Trading

About One Capital Management

One Capital Management is a registered investment advisor specializing in private wealth management for individuals, families, and institutions in the United States and Canada. Founded in 2001, the firm employs a client-centric approach, focusing on the unique financial circumstances of each client, and has over 7.2 billion in assets under management. The company prides itself on being fiduciaries, always acting in the best interest of its clients. With 28 years of outstanding results, One Capital Management aims to expand the future of wealth management.Explore more
One Capital Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

One Capital Management Org Chart

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SC
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Chief Investment Officer

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SS
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Managing Director, Wealth Management

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BB
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Vice President, Wealth Management

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CV
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Managing Director

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SR
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Managing Director I, Wealth Management

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TS
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Managing Director. Senior Portfolio Manager

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JN
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Managing Director. Senior Portfolio Manager

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DK
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Managing Director. Senior Portfolio Manager

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Compare Similar Companies to One Capital Management

Compare insights from companies similar to One Capital Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

One Capital Management

$5.9M
11-50
Private
<$5M
2001
SC
Steven CowleyChief Investment Officer
$6.9M
11-50
Private
<$5M
2006
JG
Joshua GrossCEO & Principal
$6.4M
11-50
Private
<$5M
2010
N/A
$5.1M
11-50
Private
-
-
<$5M
11-50
Private
-
2001
JL
Jennifer LovellCustomer Service Manager
<$5M
11-50
Private
-
2009
SR
S.W. RouxSenior Finance Controller
<$5M
1-10
Private
-
-
N/A
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One Capital Management Tech Stack

A closer look at the technologies used by One Capital Management

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Frequently Asked Questions Regarding One Capital Management

What is One Capital Management's official website?
One Capital Management's official website is www.onecapital.com
What is One Capital Management's Revenue?
One Capital Management's revenue is $5.9 Million
What is One Capital Management's SIC code?
One Capital Management's SIC: 62,628
What is One Capital Management's NAICS code?
One Capital Management's NAICS: 52,523
How many employees does One Capital Management have?
One Capital Management has 11-50 employees
What industry does One Capital Management belong to?
One Capital Management is in the industry of: Finance, Securities Trading
What is One Capital Management competition?
One Capital Management top competitors include: Hyphen Network, ETP Forum, Estancia Capital Management, Durbin Bennett Private Wealth Management
What technology does One Capital Management use?
Some of the popular technologies that One Capital Management uses are: WordPress.org, PHP, PHP 5.3, Cloudflare CDN
How do I contact One Capital Management?
One Capital Management contact info: Phone number: (805) 409-8150 Website: www.onecapital.com
What does One Capital Management do?

One Capital Management is a registered investment advisor specializing in private wealth management for individuals, families, and institutions in the United States and Canada. Founded in 2001, the firm employs a client-centric approach, focusing on the unique financial circumstances of each client, and has over 7.2 billion in assets under manageme... nt. The company prides itself on being fiduciaries, always acting in the best interest of its clients. With 28 years of outstanding results, One Capital Management aims to expand the future of wealth management.Read More

What are One Capital Management social media links?
One Capital Management Linkedin page One Capital Management Twitter page
Is One Capital Management a public company?
One Capital Management is private company therefore does not currently have an official ticker symbol
See more information about One Capital Management

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