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 CompaniesNAICS Code 523 CompaniesNAICS Code 523120 CompaniesNAICS Code 5231 CompaniesNAICS Code 52312 Companies
- SIC Code
-
SIC Code 62 CompaniesSIC Code 621 Companies
Financials & Stats
Revenue
$6B
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
One Capital Management Industry Tags
One Capital Management Tech Stack
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6M | 39 | Atlanta, GA | 1986 | |
6M | 22 | Madison, WI | 2004 | |
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