← Tributary

ONE CAPITAL MANAGEMENT, LLC

WESTLAKE VILLAGE, CA · CRD 114861 · IAPD ↗ · 805.409.8150

$8.53BRegulatory AUM
55Advisory reps
103Employees
0Clients
0Planning clients
0Private funds
34States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
July 2026 — ONE CAPITAL MANAGEMENT, LLC added office(s): 11 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2026 — ONE CAPITAL MANAGEMENT, LLC added office(s): 8 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
79
April 2026 — ONE CAPITAL MANAGEMENT, LLC grew from 46 to 55 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
30
May 2025 — ONE CAPITAL MANAGEMENT, LLC changed its website from onecapital.com to onesportsglobal.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
April 2025 — ONE CAPITAL MANAGEMENT, LLC added office(s): 6 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
April 2025 — ONE CAPITAL MANAGEMENT, LLC grew from 41 to 46 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
65
April 2024 — ONE CAPITAL MANAGEMENT, LLC reported RAUM up 26% ($4.94B -> $6.21B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.