One Capital Management
Investment Management • 
Thousand Oaks, California, United States • 51-100 Employees
Company overview
| Headquarters | 3075 Townsgate Road, Suite 350, Westlake Village, California 91361, US |
| Phone number | +18054098150 |
| Website | |
| NAICS | 5231 |
| SIC | 621 |
| Keywords | Wealth Management, Retirement Planning, Wealth Transfer, Wealth Protection, Advanced Planning, Investment Management |
| Founded | 2001 |
| Employees | 51-100 |
| Socials |
Key Contacts at One Capital Management
Mark Dickamore
Managing Director, Wealth Management
Adele Young
Managing Director & Senior Portfolio Manager
Mark Miller
Executive Director | Wealth Management
Jim Sanson
Executive Director | Wealth Management One Sports Global
John Clagett
Managing Director
Samantha Bakke
Executive Director L Wealth Management
Matt Stephenson
Managing Director, Wealth Management
Sean Righter
Managing Director I Wealth Management
Jeff Smith
Managing Director
Jp Mabini
Managing Director
One Capital Management Email Formats
One Capital Management uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@onecapital.com), used 52.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@onecapital.com | 52.6% |
{first name}{last name} | johndoe@onecapital.com | 38.5% |
{last name}{last name} | doedoe@onecapital.com | 5.1% |
{first initial}.{last name} | j.doe@onecapital.com | 2.6% |
{first initial} | j@onecapital.com | 1.3% |
About One Capital Management
Established in 2001, One Capital Management, LLC is a global investment management firm focused on managing portfolios for private families, endowments, foundations, tax-exempt organizations and retirement plans. Serving clients in the United States, Canada and Europe, we bring our investment management expertise to bear for our clients by effectively managing portfolio strategy within the context of each clients' unique needs. The core of our beliefs is that wealth management is executed most effectively when advanced planning - a focus on wealth enhancement, wealth protection, and wealth transfer is coupled with investment management.
One Capital Management revenue & valuation
| Annual revenue | $9,000,000 |
| Revenue per employee | $98,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $28,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
One Capital Management has 47 employees across 7 departments.
Departments
Number of employees
Funding Data
One Capital Management has never raised funding before.
One Capital Management Tech Stack
Discover the technologies and tools that power One Capital Management's digital infrastructure, from frameworks to analytics platforms.
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United Kingdom
Italy
Spain
Germany
Frequently asked questions
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