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One Capital Management, LLC
ONE CAPITAL MANAGEMENT, LLC is an independent registered investment adviser headquartered in Westlake Village, California. Founded in 2001, the firm provides personalized wealth management and investment advisory services to individuals, families, and institutions, including clients in both the United States and Canada. As of May 2025, the firm manages approximately $7.0 billion in assets for over 8,000 accounts, with a team of around 80 employees. One Capital Management emphasizes a client-centric approach tailored to each client's financial circumstances, as well as a fiduciary commitment to always act in their best interests.
Investment Strategy
One Capital Management, LLC employs a client-centric investment strategy focused on constructing diversified portfolios tailored to each client's unique circumstances. Their approach integrates strategic asset allocation, rigorous risk management, and broad exposure to equities, fixed income, and ETFs, targeting long-term capital preservation and growth. The firm serves individuals—including high net worth clients—institutions, pension plans, charitable organizations, and other advisers, with an emphasis on fiduciary responsibility and delivering consistent results across market cycles.
Latest 13F Filing Activity
One Capital Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 464 equity positions with a total 13F market value of $3B. The fund increased holdings in Nvidia Corp., Microsoft Corp., Dimensional Intern Core EQT MKT Etf among other positions. One Capital Management, LLC reduced exposure to Ishares Russell Top 200 Growth Etf, Ishares Russell 1000 Growth Etf, Vanguard Mega Cap Growth Etf among others.
Top Holdings
Equity Positions (464)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IGIB | iShares 5-10 Year Investment Grade Corp Bond ETF | 8.35% | $241.2M | 4,525,841 | $51.96 | $53.29 | +$1.6M |
M MUB | iShares National Muni Bond ETF | 4.21% | $121.7M | 1,165,061 | $107.50 | $104.48 | -$12.7M |
N NVDA | NVIDIA Corp | 2.94% | $84.9M | 537,157 | $45.90 | $157.99 | +$35.6M |
I IQDG | WisdomTree International Quality Dividend Growth ETF | 2.66% | $76.7M | 1,936,126 | $32.28 | $39.64 | -$3.2M |
F FFND | ONE Global ETF | 2.47% | $71.2M | 2,565,078 | $25.21 | $27.77 | +$14.5M |
Industry Allocation
Investment Team (5)
| Name | Role | Location | |
|---|---|---|---|
C Corey French | Associate | San Francisco, CA , United States | |
 | Chief Investment Officer | Westlake Village, CA , United States | |
 | Associate | Westlake Village, CA , United States | |
 | Senior Associate | Denver, CO , United States | |
 | CIO | Washington, DC , United States |
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