One Capital Management, Llc
SEC-registered
Insurance-Affiliated · Mid-sized ($1B–$10B)
CRD 114861
· SEC file 801-60483
· Westlake Village, CA
· WWW.ONESPORTS.CA
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ADV data as of Jun 14, 2026
- Regulatory AUM
- $8.5B
- Discretionary
- $8.5B
- Clients
- 3,535
- Avg AUM / client
- $2.4M
- Accounts
- 10,969
- Employees
- 103
AUM over time
$387M
$8.5B
Dec 2011
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,300 | $807M | 9.46% |
| High net worth individuals | 1,168 | $4.5B | 53.2% |
| Investment companies | 7 | $216M | 2.53% |
| Pension and profit sharing plans | 35 | $66.7M | 0.78% |
| Charitable organizations | 5 | $19.4M | 0.23% |
| Other investment advisers | 7 | $2.8B | 32.4% |
| Corporations and other businesses | 13 | $125M | 1.47% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Dentons Us Llp Profit Sharing Plan Dentons Us Llp | 2024 | |
| Dla Piper Llp (Us) Profit Sharing And 401(k) Savings Plan Dla Piper Llp (Us) | 2024 | |
| The 401(k) Plan For Permanente Medical Groups Southern California Permanente Medical Group | 2024 |
People (70)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Donald Hugh Mcdonald | Managing Director | Aug 2001 (25y) | Less than 5% | |
| Dan Stridsberg | Managing Director | Sep 2003 (23y) | Less than 5% | |
| Patrick Joseph Bowen | President | Jan 2004 (23y) | Less than 5% | |
| Steven Robert Cowley | Chief Investment Officer/Chief Compliance Officer | Jan 2004 (23y) | Less than 5% | |
| Laura Kathleen Zimmerman | Registered representative | CFA | Oct 2010 (16y) | |
| Brad Martin Barrett | Registered representative | Dec 2011 (15y) | ||
| Wayne Edward Baxter | Registered representative | Sep 2012 (14y) | ||
| Lance Ward Messervy | Registered representative | Feb 2014 (12y) | ||
| Zamir Siddiqi | Registered representative | Feb 2015 (11y) | ||
| Nicholas Hugh Mcdonald | Registered representative | Sep 2015 (11y) | ||
| Kevin Dennis Boden | Registered representative | Nov 2016 (10y) | ||
| Benjamin Russell Garvin | Registered representative | CFA | Mar 2017 (9y) | |
| Eric John Hamel | Registered representative | CFP | Jan 2020 (7y) | |
| Kaitlyn Voyce | Registered representative | CFP | May 2020 (6y) | |
| Ryan Andrew Howard | Registered representative | Aug 2020 (6y) | ||
| Kevin Garrett Johnson | Registered representative | Oct 2020 (6y) | ||
| Cranston Richard Gesell | Registered representative | CFP | Oct 2020 (6y) | |
| Jason Nahoul | Registered representative | Mar 2021 (5y) | ||
| Sheila Tuttle Cimini | Registered representative | Mar 2021 (5y) | ||
| Chad Michael Kessler | Registered representative | Mar 2021 (5y) | ||
| Samantha Bakke | Registered representative | Apr 2021 (5y) | ||
| Andrew William Whitehouse | Registered representative | Oct 2021 (5y) | ||
| John Douglas Clagett | Registered representative | Oct 2021 (5y) | ||
| Daniel Victor Cozano | Registered representative | May 2022 (4y) | ||
| Sean Mckeon | Registered representative | May 2022 (4y) | ||
| Mark Herbert Miller | Registered representative | May 2022 (4y) | ||
| Carl Edward Mueller | Registered representative | Dec 2022 (4y) | ||
| Kristine J Clagett | Registered representative | Dec 2022 (4y) | ||
| Kantrell Moore | Registered representative | Dec 2022 (4y) | ||
| Tobie A Rodriguez | Registered representative | Jan 2023 (4y) | ||
| Nicholas Costas | Registered representative | Jan 2023 (4y) | ||
| Corey Douglas French | Registered representative | Aug 2023 (3y) | ||
| Craig Valdes | Registered representative | Mar 2024 (2y) | ||
| Sheri Ann Takako Chang Yamaguchi | Registered representative | CFP | Mar 2024 (2y) | |
| Xinyu Huang | Registered representative | Jul 2024 (2y) | ||
| Elan Solomon | Registered representative | Aug 2024 (2y) | ||
| Vincent Arthur Nuno | Registered representative | Oct 2024 (2y) | ||
| John Paul Mabini | Registered representative | CFP | Nov 2024 (2y) | |
| Jeremy White | Registered representative | Jan 2025 (2y) | ||
| Sean P Righter | Registered representative | Feb 2025 (1y) | ||
| Niklas Axelsen | Registered representative | Feb 2025 (1y) | ||
| Jason Edward Thomas | Registered representative | CFP | Apr 2025 (1y) | |
| Bryce Fehmel | Registered representative | May 2025 (1y) | ||
| Eric Edward Swanson | Registered representative | CFP | Jun 2025 (1y) | |
| Aiden Clark | Registered representative | Jul 2025 (1y) | ||
| Riley David Lopez | Registered representative | Jul 2025 (1y) | ||
| Derek Michael Schwartz | Registered representative | CFP CFA | Sep 2025 (1y) | |
| James Howard Nitchke | Registered representative | CFP CFA | Sep 2025 (1y) | |
| Matthew S Stephenson | Registered representative | Sep 2025 (1y) | ||
| Nicholas Wesley Gardner | Registered representative | Sep 2025 (1y) | ||
| Sarah E Slusher | Registered representative | Sep 2025 (1y) | ||
| Timothy Patrick Sheldon | Registered representative | CFP | Sep 2025 (1y) | |
| Zachary Logan Stein | Registered representative | Sep 2025 (1y) | ||
| Adele Emma Young | Registered representative | CFA | Sep 2025 (1y) | |
| Joel Richard Hahn | Registered representative | Sep 2025 (1y) | ||
| Audra Lynn Masche | Registered representative | Sep 2025 (1y) | ||
| Alexander Acevedo | Registered representative | Nov 2025 (1y) | ||
| Liam O'hara | Registered representative | Nov 2025 (1y) | ||
| Sean Bingham | Registered representative | Jan 2026 (1y) | ||
| Hayden Barre Henuset | Registered representative | Jan 2026 (1y) | ||
| Ross Trevor Lloyd | Registered representative | Feb 2026 (0y) | ||
| Mark Jeffrey Binder | Registered representative | CFP | Feb 2026 (0y) | |
| Michael John Chisick | Registered representative | CFP | Feb 2026 (0y) | |
| Joshua O'handley | Registered representative | Mar 2026 (0y) | ||
| Changhao Meng | Registered representative | Mar 2026 (0y) | ||
| Jared Daniel Osborne | Registered representative | Mar 2026 (0y) | ||
| Brady Edward Nance | Registered representative | CFP Chartered Financial Consultant | Mar 2026 (0y) | |
| Antonio Rhee | Registered representative | CFP | Apr 2026 (0y) | |
| Daniel Kang | Registered representative | CFP CFA | Apr 2026 (0y) | |
| Susan Hickman Seiter | Registered representative | CFP | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ocm Capital Partners, Llc | Owner | May 2020 | A | 75% or more |
| Ci Us Holdings, Inc. | Owner | May 2020 | B | ≈ 37.5% – 75% via Ocm Capital Partners, Llc |
| Ocm Holdings, Lllp | Owner | May 2020 | B | ≈ 18.75% – 50% via Ocm Capital Partners, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Ci Us Holdings, Inc.: 50% – 75% of Ocm Capital Partners, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Ocm Holdings, Lllp: 25% – 50% of Ocm Capital Partners, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Dentons Us Llp Profit Sharing Plan | Dentons Us Llp | 1,434 | $999M | 01/01/2024 |
| Dla Piper Llp (Us) Profit Sharing And 401(k) Savings Plan | Dla Piper Llp (Us) | 3,042 | $1.7B | 01/01/2024 |
| The 401(k) Plan For Permanente Medical Groups | Southern California Permanente Medical Group | 18,579 | $6.5B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/14/2026 | 1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Subscription fees
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Publication of periodicals or newsletters
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $2.8B (33% of AUM) Jun 2026
- National Bank Independent Network $1.4B (16% of AUM) Jun 2026
- Pershing $217M (10% of AUM) Nov 2021
- Fidelity Brokerage Services $105M (5% of AUM) Nov 2021
- Aviso Wealth Inc. $84.9M (4% of AUM) Nov 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 14, 2026.
View current Form ADV (SEC/IAPD) ↗