LeadIQ logo
Learn more at LeadIQ.com
One Capital Management, LLC logo

One Capital Management, LLC Employee Directory

Investment ManagementCalifornia, United States51-200 Employees

One Capital Management, LLC is a global investment management firm established in 2001 and based in Westlake Village, California. It manages portfolios for private families, endowments, foundations, tax-exempt organizations, and retirement plans, serving clients across the United States, Canada, and Europe. The firm's approach links investment strategy with advanced planning focused on wealth enhancement, protection, and transfer, tailored to each client's circumstances. Positioning itself within the investment management industry, it serves a diverse, cross-border client base with a holistic view that integrates planning with portfolio construction. In 2023, Barron's named One Capital Management among its Top 100 registered investment advisors, reflecting recognition within the advisory community. The firm operates from California with a mid-sized team dedicated to serving its client mix.

Find One Capital Management, LLC employees' phone numbers or email addresses

One Capital Management, LLC Global Highlights

Location
Employees

North America
120

Minus sign iconPlus sign icon
  • United States Of America
    117
  • Canada
    3

Europe
2

Minus sign iconPlus sign icon
  • France
    1
  • Ukraine
    1

Asia
1

Minus sign iconPlus sign icon
  • Malaysia
    1

One Capital Management, LLC's Leadership

  • Managing Director | Wealth Management at One Capital Management, LLC
    T. R.
    Managing Director | Wealth Management
    Mobile Phone
  • Managing Director at One Capital Management, LLC
    J. S.
    Managing Director
    Mobile Phone
  • Director ; Wealth Management at One Capital Management, LLC
    C. M.
    Director ; Wealth Management
    Mobile Phone
  • Executive Director Wealth Management at One Capital Management, LLC
    C. M.
    Executive Director Wealth Management
    Mobile Phone
  • Managing Director at One Capital Management, LLC
    M. C.
    Managing Director
    Mobile Phone
  • Executive Director | Wealth Management at One Capital Management, LLC
    M. K.
    Executive Director | Wealth Management
    Mobile Phone
  • Executive Director Wealth Management at One Capital Management, LLC
    M. N.
    Executive Director Wealth Management
    Mobile Phone
  • Sales Manager at One Capital Management, LLC
    A. S.
    Sales Manager
    Mobile Phone

One Capital Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Finance
  • Human Resources
  • Other
  • Consultant

Contact profiles from One Capital Management, LLC

Name
Title
Contact
Location
Last Update
  • Managing Director | Wealth Management at One Capital Management, LLC
    T. R.
    Managing Director | Wealth Management
    Mobile Phone
    Aug 07, 2026
  • Managing Director at One Capital Management, LLC
    J. S.
    Managing Director
    Mobile Phone
    Canada
    Jun 05, 2026
  • Director ; Wealth Management at One Capital Management, LLC
    C. M.
    Director ; Wealth Management
    Mobile Phone
    Oct 18, 2024
  • Executive Director Wealth Management at One Capital Management, LLC
    C. M.
    Executive Director Wealth Management
    Mobile Phone
    Jun 08, 2026
  • Managing Director at One Capital Management, LLC
    M. C.
    Managing Director
    Mobile Phone
    Aug 01, 2026
  • Executive Director | Wealth Management at One Capital Management, LLC
    M. K.
    Executive Director | Wealth Management
    Mobile Phone
    Aug 11, 2026
  • Executive Director Wealth Management at One Capital Management, LLC
    M. N.
    Executive Director Wealth Management
    Mobile Phone
    Oct 18, 2024
  • Sales Manager at One Capital Management, LLC
    A. S.
    Sales Manager
    Mobile Phone
    Oct 17, 2024
  • Manager at One Capital Management, LLC
    T. S.
    Manager
    Mobile Phone
    Oct 22, 2024
  • Senior Associate Client Services at One Capital Management, LLC
    J. W.
    Senior Associate Client Services
    Mobile Phone
    Aug 11, 2026

Frequently Asked Questions

What is One Capital Management, LLC known for?

Minus sign iconPlus sign iconOne Capital Management, LLC was founded in 2001 and operates in the Investment Management industry. You can contact One Capital Management, LLC's main corporate office by phone at
+1-805-409-****
. Explore One Capital Management, LLC's company overview page for more information.

What is One Capital Management, LLC's most common email format?

Minus sign iconPlus sign iconOne Capital Management, LLC employees' email format typically follows the pattern of FLast@onecapital.com. Trying to find reliable and up-to-date employee contact data? Find more One Capital Management, LLC email formats with LeadIQ.

How many employees does One Capital Management, LLC have currently?

Minus sign iconPlus sign iconOne Capital Management, LLC has approximately 104 employees as of August 2026. These team members are located across 3 continents, including North America, Europe and Asia.

Who are One Capital Management, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, One Capital Management, LLC's key employees include:

  • Managing Director | Wealth Management: T. R.
  • Managing Director: J. S.
  • Director ; Wealth Management: C. M.
  • Executive Director Wealth Management: C. M.
  • Managing Director: M. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.