What departments does One Capital Management, LLC have?

One Capital Management, LLC has employees across 3 departments including Sales, Customer Success, Pharmaceuticals.

What is the largest department at One Capital Management, LLC?

The largest department at One Capital Management, LLC is Customer Success with 2 employees.

Where are One Capital Management, LLC employees located globally?

One Capital Management, LLC has employees across 3 continents and 5 countries including Malaysia, France, Ukraine, United States Of America, Canada.

How has One Capital Management, LLC's team size changed over time?

One Capital Management, LLC's team has grown from approximately 83 to 98 employees based on available data.

One Capital Management, LLC Employee Directory

Investment ManagementCalifornia, United States51-200 Employees

One Capital Management, LLC is a global investment management firm established in 2001 and based in Westlake Village, California. It manages portfolios for private families, endowments, foundations, tax-exempt organizations, and retirement plans, serving clients across the United States, Canada, and Europe. The firm's approach links investment strategy with advanced planning focused on wealth enhancement, protection, and transfer, tailored to each client's circumstances. Positioning itself within the investment management industry, it serves a diverse, cross-border client base with a holistic view that integrates planning with portfolio construction. In 2023, Barron's named One Capital Management among its Top 100 registered investment advisors, reflecting recognition within the advisory community. The firm operates from California with a mid-sized team dedicated to serving its client mix.

One Capital Management, LLC Global Highlights

North America
120

United States Of America
117
Canada
3

Europe
2

France
1
Ukraine
1

Asia
1

Malaysia
1

One Capital Management, LLC's Leadership

T. R.
Managing Director | Wealth Management
Mobile Phone
Email
J. S.
Managing Director
Mobile Phone
Email
C. M.
Director ; Wealth Management
Mobile Phone
Email
C. M.
Executive Director Wealth Management
Mobile Phone
Email
M. C.
Managing Director
Mobile Phone
Email
M. K.
Executive Director | Wealth Management
Mobile Phone
Email
M. N.
Executive Director Wealth Management
Mobile Phone
Email
A. S.
Sales Manager
Mobile Phone
Email

One Capital Management, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Finance
Human Resources
Other
Consultant

Contact profiles from One Capital Management, LLC

Name

Title

Contact

Location

Last Update

J. R.
Associate | Client Services
Mobile Phone
Email
Feb 10, 2026
R. L.
Associate | Portfolio Management
Mobile Phone
Email
Aug 11, 2026
H. B.
Associate | Client Services
Mobile Phone
Email
Dec 30, 2025
C. M. C.
Life Planner
Mobile Phone
Email
MalaysiaPenang
Aug 12, 2025
J. R.
Client Services Associate
Mobile Phone
Email
Oct 18, 2024
L. M.
Advance Service Coodinator
Mobile Phone
Email
Oct 17, 2024
N. M.
Client Services Associate
Mobile Phone
Email
Oct 23, 2024
P. H.
Clinical Pharmacist
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is One Capital Management, LLC known for?

One Capital Management, LLC was founded in 2001 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-805-409-****

. Explore One Capital Management, LLC's company overview page for more information.

What is One Capital Management, LLC's most common email format?

One Capital Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more One Capital Management, LLC email formats with LeadIQ.

How many employees does One Capital Management, LLC have currently?

One Capital Management, LLC has approximately 104 employees as of August 2026. These team members are located across 3 continents, including North AmericaEuropeAsia.

Who are One Capital Management, LLC's key employees and leadership?

As of August 2026, One Capital Management, LLC's key employees include:

Managing Director | Wealth Management: T. R.
Managing Director: J. S.
Director ; Wealth Management: C. M.
Executive Director Wealth Management: C. M.
Managing Director: M. C.

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One Capital Management, LLC Employee Directory

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