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ONE CAPITAL MANAGEMENT, LLC
CRD 114861File 801-60483
APPROVED
Retail clients
Custody
Filing as of Aug 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$8.53B
Top 10% of cohort (national)
Discretionary AUM
$8.53B
Clients
3,535
10,969 accounts
Employees
103
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Nov 5, 2001
- Principal office
- 3075 TOWNSGATE ROAD, SUITE 350, WESTLAKE VILLAGE, CA, 91361
- Phone
- 805.409.8150
- Website
- HTTP://WWW.ONESPORTS.CA
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.53B
- Discretionary AUM
- $8.53B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 10,969
- Non-discretionary accounts
- 0
- Total accounts
- 10,969
- AUM per client
- $2.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $125.2M |
| Investment companies | 7 | $215.6M |
| Charitable organizations | 5 | $19.4M |
| Other investment advisers | 7 | $2.76B |
| High net worth individuals | 1,168 | $4.53B |
| Pension and profit sharing plans | 35 | $66.7M |
| Individuals (other than high net worth individuals) | 2,300 | $806.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Subscription fees
- A percentage of assets under your management
Advisory activities
- Publications
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.