One Capital Management

  • Investment Bank/Securities Brokerage
  • Westlake Village CA
  • 80 employees
  • Investment Management
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Company Overview

Headquarters
3075 Townsgate Road Suite 350, Westlake Village CA
Website
onecapital.com
Phone
(805) 409-8150
Employees
80
Founded in
2001
Industry
Investment Bank/Securities Brokerage
NAICS Code
NAICS Code 52 Companies
NAICS Code 523 Companies
NAICS Code 523120 Companies
NAICS Code 5231 Companies
NAICS Code 52312 Companies
SIC Code
SIC Code 62 Companies
SIC Code 621 Companies
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Financials & Stats

Revenue

$6B

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Who is One Capital Management

One Capital Management, LLC is a limited liability company based in Westlake Village, California. The firm employs 80 individuals and generates an annual revenue of $5.8 million. One Capital Management specializes in providing investment management services to a diverse clientele, including private families, endowments, foundations, tax-exempt organizations, and retirement plans. They cater to clients located in the United States, Canada, and Europe, tailoring their investment strategies to meet the specific needs and goals of each client. At the heart of One Capital Management's philosophy lies the belief that effective wealth management encompasses a holistic approach. This involves not only managing investment portfolios but also addressing wealth enhancement, protection, and transfer through strategic planning. To learn more about One Capital Management and its services, please visit their website at onecapital.com.

Company Leadership

Brad Barrett

Managing Director/Partner

Phone Email
Shelley Myer

Director Of Client Services

Phone Email
Joshua O'Handley

Director of Client Services

Phone Email

One Capital Management Industry Tags

Wealth Management
Advanced Planning
Wealth Protection
Investment Management
Retirement Planning
Wealth Transfer
Investment Bank/Securities Brokerage
Management Investment
Open-ended
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One Capital Management Tech Stack

JavaScript
HTML
Microsoft Outlook
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FAQ

What is the location of One Capital Management's headquarters?
The headquarters of One Capital Management are situated at 3075 Townsgate Road Suite 350, Westlake Village CA
What is One Capital Management's phone number?
One Capital Management's contact number is (805) 409-8150.
What is One Capital Management's official website?
The official website of One Capital Management can be found at onecapital.com.
What is One Capital Management's current revenue?
As of July 2020, One Capital Management's annual revenue reached $6B.
How many employees does One Capital Management currently have?
One Capital Management employs approximately 80+ people as of July 2020
Which industries is One Capital Management primarily operating in?
One Capital Management operates in the following industries: Investment Management
Who is the Managing Director/Partner of One Capital Management?
One Capital Management's Managing Director/Partner is Brad Barrett
What are One Capital Management's industry tags?
One Capital Management's industry tags include: Wealth Management, Advanced Planning, Wealth Protection
When was One Capital Management founded?
One Capital Management was founded in 2001.

Employee Directory

Key Employees

Noah Chang

Associate | Client Services

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Gary Dorfman

Principal | Managing Director

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