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) 409-8150Website
www.onecapital.comRevenue
$5.9 MillionIndustry
ZI Rank: 3
Signal Type
Jan
Feb
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ZI Rank
3
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4
3
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 Org Chart
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One Capital Management financials insights
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2020
Debt
$350K
One Capital Management Tech Stack
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Hiring Plans
One Capital Management has more open roles in Operations than it has had at any time in the past 12 months.
Hiring Plans
Project
Spending/Investment
Award
Open Position
One Capital Management is currently seeking a Director, Wealth Management. (Westlake Village, CA)
Funding
One Capital Management News & Media
One Capital Management adopts Arcons' billPort & tradePort
Arcons solution helps OCM's U.S. and Canadian account management SAN CARLOS, Calif., May 21, 2024 /PRNewswire/ -- Arcons Technology, Inc.® announced onboarding One Capital Management, LLC, a wealth management firm serving clients in the U.S. and Canada, on its trading solution tradePort...CI Financial powers OCM Capital Partners' acquisition of registered investment advisor Thousand Oaks Financial
WESTLAKE VILLAGE, Calif., July 30, 2020 /PRNewswire/ - OCM Capital Partners LLC ("OCP"), a subsidiary of CI Financial Corp. (TSX: CIX) ("CI") of Toronto, announced today that it has reached an agreement to acquire Thousand Oaks Financial Corporation, a registered investment advisor firm...CI Financial builds on U.S. wealth expansion strategy with acquisition of a majority interest in RIA One Capital Management
TORONTO, Dec. 23, 2019 /PRNewswire/ - CI Financial Corp. ("CI") (TSX: CIX) and One Capital Management, LLC ("One Capital") announced today that CI has entered into an agreement to acquire a majority interest in One Capital, a registered investment advisor managing US$1.6 billion in client...CI Financial builds on U.S. wealth expansion strategy with acquisition of a majority interest in RIA One Capital Management
CI Financial Corp. ("CI") (TSX: CIX) and One Capital Management, LLC ("One Capital") announced today that CI has entered into an agreement to acquire a majority interest in One Capital, a registered investment advisor managing US$1.6 billion in client assets based in Westlake Village, California.
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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... Read More
