One Capital Management, LLC

CRD 114861 · Westlake Village, CA · $8.5B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 114861
SEC number: 801-60483
Firm type: RIA
Assets under management: $8.5B as of Jun 14, 2026
Website: fundxetfs.com ↗
Phone: 805.409.8150
Address: 3075 Townsgate Road, Westlake Village, CA, 91361

Advisors at this firm

61 in our index · page 2 of 2

Eric Edward SwansonCRD 2680207 · Westlake Village, CA

IA RegisteredRegistration inactive
Derek Michael SchwartzCRD 5544834 · Denver, CO

IA RegisteredRegistration inactive
Sarah E SlusherCRD 7043571 · Scottsdale, AZ

IA RegisteredRegistration inactive
Elan SolomonCRD 7974016 · Westlake Village, CA

IA Registered
Zachary Logan SteinCRD 6851084 · Westlake Village, CA

IA RegisteredRegistration inactive
Craig ValdesCRD 1070843 · San Francisco, CA

IA RegisteredRegistration inactive
Kaitlyn VoyceCRD 7252869 · Westlake Village, CA

IA Registered
Jeremy WhiteCRD 5488345 · Westlake Village, CA

IA RegisteredRegistration inactive
Andrew William WhitehouseCRD 6977804 · Westlake Village, CA

IA Registered
Adele Emma YoungCRD 8107491 · Walnut Creek, CA

IA Registered
Laura Kathleen ZimmermanCRD 1797398 · Westlake Village, CA

IA Registered

Source & corrections

Where this page comes from

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SEC IAPD record for firm CRD 114861 ↗ FINRA BrokerCheck record for firm CRD 114861 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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