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One Capital Management

EST. AUM
$8,525,961,547

CONTACTS
44

CLIENT ACCOUNTS
10,969

Firm Details

Metro area Los Angeles
CRD Number 114861
Website onecapital.com
Client types

Overview

Founded in 2001, One Capital Management brought together a diverse group of founding partners hailing from Canada, Sweden, and the United States. Guided by the vision of building an investment advisory firm based on a fiduciary model, their core values prioritize honesty, integrity, and always putting their clients’ interests first. OCM is owned 100% by OCM Capital Partners, LLC. Sixty percent of OCM Capital Partners, LLC is owned by CI US Holdings Inc., and forty percent by OCM Holdings, LLLP. Currently, the company offers the following wealth management advisory services, which are personalized to each individual client: Wealth Management Investment Services, Wealth Management Planning Services, Sub-Advisory Services, Retirement Plan Solutions, and Advisory Consulting Services.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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