# ONE CAPITAL MANAGEMENT, LLC

ONE CAPITAL MANAGEMENT, LLC of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 114861
- Type: SEC-registered investment adviser
- SEC file number: 801-60483
- Location: 3075 TOWNSGATE ROAD, SUITE 350, WESTLAKE VILLAGE, CA, 91361
- Phone: 805.409.8150
- Latest filing: 2026-06-14
- Regulatory AUM: $8.5B
- Discretionary AUM: $8.5B
- Clients: 103
- Accounts: 10,969

## Business model

- Compensation: % of AUM, Hourly, Fixed, Subscription
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Corporations, Investment cos, Other

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Donald Hugh Mcdonald | MANAGING DIRECTOR | — |
| Dan Stridsberg | MANAGING DIRECTOR | Westlake Village, CA |
| Patrick Joseph Bowen | PRESIDENT | — |
| Steven Robert Cowley | CHIEF INVESTMENT OFFICER | — |
| Curtis Matthew Wheeler | CHIEF COMPLIANCE OFFICER | — |
| TIEMANN JONATHAN | INVESTMENT COMMITTEE CHAIR | — |
| COWLEY STEVEN ROBERT | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | — |
| MCDONALD DONALD HUGH | CEO; DIRECTOR; MANAGING DIRECTOR (+2 more) | — |
| STRIDSBERG DAN | CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR; MANAGING DIRECTOR; MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER (+1 more) | — |
| BOWEN PATRICK JOSEPH | DIRECTOR OF GLOBAL ASSET ALLOCATION; PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER (+1 more) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/114861/brochure
- Similar advisers: https://search.stillhousedata.com/firm/114861/similar
- Related entities: https://search.stillhousedata.com/firm/114861/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/114861

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.