One Capital Management
One Capital Management is a fiduciary wealth management firm managing $8.8 billion in AUM across 19 U.S. and Canadian offices, serving high-net-worth individuals, families, professional athletes, first responders, and cross-border households through bespoke investment management and family office services.
- Company typePrivate
- Founded2001
- HeadquartersWestlake Village, United States
- Headcount51–100
- GTM typeB2C
- OfferingServices
What One Capital Management does
One Capital Management is a privately held, fiduciary wealth management firm founded in 2001 and headquartered in Westlake Village, California. The firm manages $8.8 billion in assets under management as of March 2026 across 19 offices in the United States and Canada, serving high-net-worth individuals, families, family offices, professional athletes, first responders, and cross-border U.S.-Canada households. It is structured around four business lines: the core Private Client Group (bespoke investment management for HNW individuals and families), One Family (multi-generational family office services including accounting, real estate consulting, philanthropy, and private banking), One Sports (specialized wealth management for professional athletes), and One Fire and Police (retirement and pension planning for first responders).
The firm's service model is relationship-led, delivered through a distributed network of credentialed advisors (CFA, CFP, CPWA, ChFC) supported by centralized portfolio management and the third-party Addepar platform for real-time portfolio dashboards and consolidated reporting. Custodial and clearing relationships span Charles Schwab, Fidelity Investments, Goldman Sachs, Pershing, and NBIN for Canadian accounts. The firm operates on a fee-based advisory model with no commissions on security transactions, supplemented by an active content marketing engine (folio quarterly publication, Perspective video series, One Talks, and three weekly podcasts) that functions as a top-of-funnel client acquisition channel.
Revenue is generated exclusively through advisory fees on AUM; the firm does not publicly disclose pricing but operates on a quote-based, percentage-of-AUM structure typical of independent RIAs. Ownership is founder-led under Managing Director Donald H. McDonald, with a senior team including President Patrick Bowen, CIO Steve Cowley, CCO Curtis Wheeler, and Chief of Staff Shelley Lantz. The firm has no disclosed external institutional ownership, no funding rounds, and operates as a California LLC. Growth has been driven by a combination of advisor recruitment from large institutions (notably TIAA, J.P. Morgan, and Morgan Stanley in 2025-2026), geographic expansion into Texas, Arizona, the Southeast, and Canada, sub-brand launches into athlete and first-responder verticals, and at least one tuck-in acquisition (Professional Planning, 2020).
One Capital Management firmographics
Firmographics- Name
- One Capital Management
- Legal name
- One Capital Management, LLC
- Website
- https://onecapital.com
- Company type
- Private
- Founded year
- 2001
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- One Capital Management is a fiduciary wealth management firm managing $8.8 billion in AUM across 19 U.S. and Canadian offices, serving high-net-worth individuals, families, professional athletes, first responders, and cross-border households through bespoke investment management and family office services.
- Ownership category
- akta.pro rank
One Capital Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industry
- Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)
Keywords
Where One Capital Management is headquartered
LocationHeadquarters
- HQ city
- Westlake Village
- HQ country
- United States
- HQ region
- North America
Offices20 records
Markets served
One Capital Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Wealth Management Advisory Fees: Fee-based wealth management services charged to clients. The firm operates as a fiduciary and does not receive commissions on security transactions.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels9 records
One Capital Management product offering
Product offeringCore offering
One Capital Management provides bespoke private client investment management and integrated wealth planning services to high-net-worth individuals, families, family offices, and foundations. The firm delivers portfolio management, financial planning, tax optimization, estate planning, and family office services through specialized sub-brands (One Family, One Sports, One Fire and Police) and operates as a fiduciary without commission-based compensation.
Product overview
One Capital Management is a unified wealth management platform offering a comprehensive suite of services across multiple specialized sub-brands. The core Private Client Group provides bespoke investment management for individuals, families, and institutions, while One Family extends family office capabilities including investment management, wealth planning, accounting, and private banking. Specialized vertical services include One Sports for professional athletes and One Fire and Police for first responders. The firm complements its advisory services with educational content through One Network (podcasts, webinars, videos), research publications (*folio*, Perspective, Blueprint), and a secure Advisor Center portal. All services are unified under a fiduciary model with no commissions on security transactions.
Differentiator
Problem solved
Functional benefit
Products and services
- Private Client Group Bespoke private client investment management service providing client-centric wealth management tailored to the unique financial and life circumstances of individuals, families, and institutions.
- One Family Family office and multi-generational wealth planning service for families with significant wealth, offering investment management, proprietary wealth planning, legacy protection, accounting services, real estate consulting, family governance, philanthropy, private banking, and custody services.
- One Sports Specialized wealth management service for professional athletes and sports industry clients, providing investment management and financial planning tailored to the unique needs of athletes.
- One Fire and Police Specialized wealth management and retirement planning services for first responders including firefighters and police officers, addressing long-range planning with awareness of occupational risks and pension optimization.
Quantifiable outcome
- $8.8 billion in assets under management as of March 2026
Companies that use One Capital Management
Customer profileSegments5 records
Ideal customer profiles5 records
One Capital Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
One Capital Management partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered operational.
- Charles SchwaboperationalCustodian for client accounts; provides brokerage and custodial services for One Capital Management clients. Listed as a contact point in the firm's disaster recovery and business continuity plan.
- Fidelity InvestmentsoperationalCustodian for client accounts; provides brokerage and custodial services for One Capital Management clients.
- Goldman SachsoperationalCustodian for Goldman Sachs Select accounts held by One Capital Management clients.
- NBIN (National Bank of Canada)operationalCanadian custodian for client accounts; provides brokerage and custodial services for cross-border clients.
- PershingoperationalClearing firm and custodian providing backend brokerage services for client accounts.
Scale indicators4 records
Recent moves7 records
Expansion highlights6 records
One Capital Management competitors and assessment
Company assessmentDirect peers
- Bessemer Trust: Bessemer Trust is a private wealth and investment management firm serving ultra-high-net-worth families with multi-family office services, investment management, and trust administration. It is one of the closest direct comparables to One Capital's Private Client Group and One Family offering in terms of HNW/UHNW focus and family office capabilities.
- Cresset Capital: Cresset Capital is a multi-family office and private investment firm serving HNW and UHNW families, with offices across the U.S. Cresset combines investment management, family office services, and lifestyle offerings under a fiduciary model comparable to One Capital's integrated platform.
- Corient: Corient is a national fee-only wealth manager serving UHNW clients, with operations across the United States and Canada (acquired Wellspring Wealth Advisors). The cross-border footprint and pure-RIA fiduciary model closely mirror One Capital's positioning.
- Cerity Partners: Cerity Partners is a national wealth management and investment advisory firm serving HNW individuals and families, formed via the merger of several RIAs and family offices. Its multi-office, multi-service HNW model and growth-by-acquisition strategy are directly comparable to One Capital's trajectory.
- Mariner Wealth Advisors: Mariner Wealth Advisors is a large national RIA offering wealth advisory, investment management, and family office services to HNW clients across multiple U.S. offices. It is highly comparable to One Capital in service breadth and multi-office HNW focus, though at significantly greater AUM scale.
- Glenmede: Glenmede is a private wealth management and investment firm serving HNW families, endowments, and foundations, with deep roots in trust and fiduciary services. Its integrated wealth management and trust capabilities are directly comparable to One Capital's Private Client Group and One Family office offering.
- Wealth Enhancement Group: Wealth Enhancement Group is a national wealth management firm serving HNW clients with comprehensive financial planning and investment management across multiple offices. Its growth-by-acquisition strategy, multi-office footprint, and HNW target market closely parallel One Capital's positioning and approach.
Broad incumbents
- Brown Brothers Harriman: Brown Brothers Harriman is a long-established private bank and trust company offering private banking, wealth management, and investment services to HNW families and institutions. As a much larger and older incumbent, it competes with One Capital in the HNW segment with broader banking capabilities.
- Creative Planning: Creative Planning is one of the largest independent RIAs in the U.S., providing wealth management, investment advisory, and financial planning services nationwide. While its scale is far larger, its fee-only fiduciary model and HNW focus place it in the same competitive set as One Capital.
Emerging players
- Sanctuary Wealth: Sanctuary Wealth is a partner-owned wealth management platform supporting independent advisors with compliance, technology, and investment infrastructure. It competes in the same HNW advisor-recruitment space as One Capital but operates an outsourced-CIO platform model rather than a single integrated firm.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
One Capital Management social profiles
Digital presenceOne Capital Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
One Capital Management leadership team
Management profileNumber of profiles
Profiles9 records
One Capital Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
One Capital Management M&A and investment
M&A and investmentM&A1 record
Investments1 record
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about One Capital Management
What does One Capital Management do?
One Capital Management provides bespoke private client investment management and integrated wealth planning services to high-net-worth individuals, families, family offices, and foundations. The firm delivers portfolio management, financial planning, tax optimization, estate planning, and family office services through specialized sub-brands (One Family, One Sports, One Fire and Police) and operates as a fiduciary without commission-based compensation.
Is One Capital Management a public or private company?
One Capital Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was One Capital Management founded?
One Capital Management was founded in 2001. It employs 51 to 100 people.
Where is One Capital Management based?
One Capital Management is headquartered in Westlake Village, United States, in the North America region.
How does One Capital Management make money?
One revenue line is on record: wealth Management Advisory Fees.
Who are One Capital Management's main competitors?
Direct peers on record are Bessemer Trust, Cresset Capital, Corient, Cerity Partners, Mariner Wealth Advisors, Glenmede and Wealth Enhancement Group. Broad incumbents are Brown Brothers Harriman and Creative Planning. Sanctuary Wealth is listed as an emerging player.
Does One Capital Management have an API?
No public API is recorded for One Capital Management.
What industry is One Capital Management in?
One Capital Management's product category is Wealth Management. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSABADAD, Private Banking Advisory & Discretionary Portfolio Management. Its NAICS code is 523940 and its SIC code is 6282.