ONE CAPITAL MANAGEMENT, LLC is a WESTLAKE VILLAGE, California based financial advisory firm with nearly $6,142,732,131 in assets under management and provides investment advisory services for 7115 clients. There are currently 60 financial advisors at the firm.
General Information |
| Firm CRD#: | 114861 | |
| SEC#: | 801-60483 | |
| Assets under Management: | $6,142,732,131 | |
| No. of Clients: | 7115 | |
| No. of Advisors: | 60 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Publication of periodicals and newsletters, Other (ADVISORY CONSULTING SERVICES, FIRM PROVIDES SUB-ADVISER SERVICES TO TWO CANADIAN REGISTERED ETF, AND TO A LUXEMBOURG SICAV) | |
| Fee Structure: | A percentage of AUM, Hourly charges, Subscription fees, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| WILSHIRE | 6210 | 801-36233 | 373588 | 298 | $94,873,146,068 |
| NFP RETIREMENT INC. | 121254 | 801-66107 | 5514 | 219 | $96,454,495,427 |
| FERMATA ADVISORS | 305614 | 801-117411 | 3843 | 24 | $973,846,526 |
| CLG LLC | 282605 | 801-108414 | 2539 | 22 | $953,822,025 |
| CYPRESS WEALTH SERVICES, LLC | 288992 | 801-110836 | 1882 | 14 | $965,541,741 |
| FINDEC WEALTH SERVICES, INC. | 311949 | 801-120139 | 1381 | 4 | $963,900,000 |
| CHEVIOT VALUE MANAGEMENT, LLC | 166291 | 801-77652 | 1216 | 8 | $963,340,637 |
| SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP. | 132777 | 801-125823 | 546 | 5 | $96,627,501 |
| ENSPIRE WEALTH MANAGEMENT, LLC | 325723 | 801-128678 | 105 | 2 | $95,876,128 |
| LEVINE LEICHTMAN CAPITAL PARTNERS, LLC | 140980 | 801-66987 | 56 | 65 | $9,562,507,488 |
| GREENOAKS CAPITAL | 165941 | 801-88209 | 47 | 63 | $9,506,156,499 |
| OAKTREE FUND ADVISORS, LLC | 290193 | 801-112570 | 14 | 838 | $9,508,558,571 |
| LEGALIST | 297876 | 801-117830 | 13 | 33 | $973,492,978 |
| CITYVIEW MANAGEMENT SERVICES, LLC | 158370 | 801-72632 | 4 | 42 | $961,045,084 |
| XOOMFI ADVISORS | 314872 | 801-121438 | 3 | 0 | $95,308 |