RIA Intelligence

ONE CAPITAL MANAGEMENT, LLC

CRD #114861 SEC #801-60483 WESTLAKE VILLAGE, CA 805.409.8150
SEC Registered
Total AUM
$7B
Discretionary
$7B
Employees
80
Clients
0
Accounts
8,302

AUM Over Time

DateNov 2025
Total AUM$7B
Discretionary$7B
Non-Disc.$0
Employees80
Clients0
DateMay 2025
Total AUM$7B
Discretionary$7B
Non-Disc.$0
Employees80
Clients0
DateApr 2025
Total AUM$7B
Discretionary$7B
Non-Disc.$0
Employees80
Clients0
DateMar 2025
Total AUM$7B
Discretionary$7B
Non-Disc.$0
Employees80
Clients0
DateDec 2024
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$0
Employees60
Clients0
DateApr 2024
Total AUM$6.2B
Discretionary$6B
Non-Disc.$163.9M
Employees60
Clients0
DateApr 2024
Total AUM$6.2B
Discretionary$6B
Non-Disc.$163.9M
Employees60
Clients0
DateMar 2024
Total AUM$6.2B
Discretionary$6B
Non-Disc.$163.9M
Employees60
Clients0
DateApr 2023
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$14.7M
Employees56
Clients0
DateMar 2023
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$14.7M
Employees56
Clients0
DateDec 2022
Total AUM$4.5B
Discretionary$4.4B
Non-Disc.$15.9M
Employees54
Clients0
DateMar 2022
Total AUM$4.5B
Discretionary$4.4B
Non-Disc.$15.9M
Employees54
Clients0
DateMar 2022
Total AUM$4.5B
Discretionary$4.4B
Non-Disc.$15.9M
Employees54
Clients0
DateMar 2022
Total AUM$4.5B
Discretionary$4.4B
Non-Disc.$15.9M
Employees54
Clients0
DateNov 2021
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$6.3M
Employees41
Clients0
DateMay 2021
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$6.3M
Employees41
Clients0
DateMar 2021
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$6.3M
Employees41
Clients0
DateDec 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$3.6M
Employees34
Clients0
DateJun 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$3.6M
Employees34
Clients0
DateMay 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$3.6M
Employees34
Clients0
DateMay 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$3.6M
Employees34
Clients0
DateMay 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$3.6M
Employees34
Clients0
DateJan 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$3.6M
Employees34
Clients0
DateJan 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$3.4M
Employees28
Clients0
DateMar 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$3.4M
Employees28
Clients0
DateMar 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$3.2M
Employees22
Clients10
DateFeb 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$3.2M
Employees22
Clients10
DateJan 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$3.2M
Employees22
Clients10
DateSep 2017
Total AUM$1B
Discretionary$1B
Non-Disc.$3M
Employees22
Clients1,800
DateMar 2017
Total AUM$1B
Discretionary$1B
Non-Disc.$3M
Employees22
Clients1,800
DateMar 2017
Total AUM$1B
Discretionary$1B
Non-Disc.$3M
Employees22
Clients1,800
DateNov 2016
Total AUM$920.9M
Discretionary$917.8M
Non-Disc.$3.1M
Employees18
Clients1,800
DateMay 2016
Total AUM$920.9M
Discretionary$917.8M
Non-Disc.$3.1M
Employees18
Clients1,800
DateMar 2016
Total AUM$920.9M
Discretionary$917.8M
Non-Disc.$3.1M
Employees18
Clients1,800
DateMar 2015
Total AUM$869.3M
Discretionary$864.6M
Non-Disc.$4.7M
Employees16
Clients1,200
DateSep 2014
Total AUM$676.4M
Discretionary$672M
Non-Disc.$4.4M
Employees14
Clients1,177
DateJul 2014
Total AUM$676.4M
Discretionary$672M
Non-Disc.$4.4M
Employees14
Clients1,177
DateMar 2014
Total AUM$676.4M
Discretionary$672M
Non-Disc.$4.4M
Employees14
Clients1,177
DateOct 2013
Total AUM$551.2M
Discretionary$547.2M
Non-Disc.$4M
Employees10
Clients1,014
DateMar 2013
Total AUM$551.2M
Discretionary$547.2M
Non-Disc.$4M
Employees10
Clients1,014
DateMar 2013
Total AUM$551.2M
Discretionary$547.2M
Non-Disc.$4M
Employees11
Clients250
DateMar 2013
Total AUM$409.9M
Discretionary$407.3M
Non-Disc.$2.6M
Employees11
Clients250
DateFeb 2013
Total AUM$409.9M
Discretionary$407.3M
Non-Disc.$2.6M
Employees11
Clients250
DateMar 2012
Total AUM$409.9M
Discretionary$407.3M
Non-Disc.$2.6M
Employees6
Clients250
DateJan 2012
Total AUM$387.3M
Discretionary$387.3M
Non-Disc.$58.4K
Employees6
Clients250
DateDec 2011
Total AUM$387.3M
Discretionary$387.3M
Non-Disc.$58.4K
Employees6
Clients251
DateAug 2011
Total AUM$387.3M
Discretionary$387.3M
Non-Disc.$58.4K
Employees10
Clients--
DateJun 2011
Total AUM$387.3M
Discretionary$387.3M
Non-Disc.$58.4K
Employees10
Clients--
DateMay 2011
Total AUM$387.3M
Discretionary$387.3M
Non-Disc.$58.4K
Employees10
Clients--
DateMay 2011
Total AUM$387.3M
Discretionary$387.3M
Non-Disc.$58.4K
Employees10
Clients--
DateMar 2011
Total AUM$387.3M
Discretionary$387.3M
Non-Disc.$58.4K
Employees10
Clients--
DateJul 2010
Total AUM$344.4M
Discretionary$344.4M
Non-Disc.$0
Employees10
Clients--
DateMay 2010
Total AUM$344.4M
Discretionary$344.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$344.4M
Discretionary$344.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$180.7M
Discretionary$178.1M
Non-Disc.$2.6M
Employees10
Clients--
DateMar 2007
Total AUM$252M
Discretionary$225M
Non-Disc.$27M
Employees10
Clients--
DateMar 2007
Total AUM$252M
Discretionary$225M
Non-Disc.$27M
Employees5
Clients--
DateNov 2006
Total AUM$163M
Discretionary$145M
Non-Disc.$18M
Employees5
Clients--
DateApr 2004
Total AUM$163M
Discretionary$158M
Non-Disc.$5M
Employees5
Clients--
DateNov 2003
Total AUM$120M
Discretionary$70M
Non-Disc.$50M
Employees5
Clients--
DateOct 2003
Total AUM$120M
Discretionary$70M
Non-Disc.$50M
Employees5
Clients--
DateMar 2002
Total AUM$55M
Discretionary$35M
Non-Disc.$20M
Employees5
Clients--
DateNov 2001
Total AUM$28.2M
Discretionary$17.7M
Non-Disc.$10.5M
Employees5
Clients--
DateOct 2001
Total AUM$28.2M
Discretionary$17.7M
Non-Disc.$10.5M
Employees5
Clients--
DateSep 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateAug 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--