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.
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 |