ONE CAPITAL MANAGEMENT, LLC

3075 Townsgate Road
Suite 350
Westlake Village, California 91361
Tel: 805.409.8150

About ONE CAPITAL MANAGEMENT, LLC

ONE CAPITAL MANAGEMENT, LLC, formally registered with the SEC as ONE CAPITAL MANAGEMENT, LLC. The firm was established in 11/05/2001. They have over 7 offices throughout the country.

ONE CAPITAL MANAGEMENT, LLC is a Westlake Village, California based Financial Planning firm with nearly $6,142,732,131 assets under management, offering retirement planning & investment advisory services to 7115 clients. The firm is staffed with 60 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	114861
SEC#	801-60483
Assets Managed by Firm	$6,142,732,131
No. of Clients	7115
No. of Advisors	60

Fee Structure

A percentage of AUM
Hourly charges
Subscription fees
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters
Other (ADVISORY CONSULTING SERVICES, FIRM PROVIDES SUB-ADVISER SERVICES TO TWO CANADIAN REGISTERED ETF, AND TO A LUXEMBOURG SICAV)

Firm Client Information

	No. of Clients	AUM
Firm Total	7115	$6,142,732,131
Individuals (other than high net worth individuals)	1809	$911,977,909
High net worth individuals	1146	$3,303,079,617
Pension and profit sharing plans	15	$14,040,401
Charitable organizations	4	$18,788,628
Other investment advisers	2	$1,507,510,492
Corporations or other businesses	3	$6,881,249

More Retirement Planning firms in Westlake Village, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406	$3,315,358,763,219	22262	1384
BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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