$8.5B Total AUM
$8.5B Disc. AUM
19.4% 3Y CAGR
103 Employees
3,535 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Fusion insight
- Established Date
- 10-10-2001
- Office Locations
- 20
Office Locations
100 Thousand Oaks Blvd Thousand Oaks CA
101 Montgomery Street Suite 2400 SAN Francisco CA
101 Shawnee Street Hiawatha KS
About ONE Capital Management, LLC
One Capital Management is a private wealth manager founded in 2001 with presence across the U.S. and Canada. The firm provides bespoke, client-centric investment management for individuals, families, and institutions, using active asset allocation across equities, fixed income, and real estate, with ESG/SRI capabilities. Portfolios are primarily implemented with ETFs and can custody at firms like Schwab or Fidelity.
Team overview
48 AVG AGE
$155.0M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
4.6 yrs AVG TENURE
103 Employees
55 Advisory Reps
68 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Summit Oak focus
Investment Themes
Alpha Focus Wave Radial catalyst Horizon
Investment Vehicles
Beacon catalyst Pioneer
Services
Peak Pathway matrix Vertex unison Legacy value
Technology
Pathway glacier
Owner & Executives
PATRICK JOSEPH BOWEN
President
- CRD
- #2601600
- Ownership
- Less than 5%
(438) 595-5546
vector.ridge@atlascapital.com
in linkedin.com/in/legacy-insight
STEVEN ROBERT COWLEY
Chief Investment Officer
- CRD
- #1580108
- Ownership
- Less than 5%
(251) 590-7781
value.vital@deltacapital.com
in linkedin.com/in/focus-eagle
F
Fusion value
Delta alpha ridge
- CRD
- #51884
- Ownership
- 42.4%
(217) 973-6303
timber.peak@pioneercapital.com
in linkedin.com/in/timber-meridian
Showing 2 of 5 owners & executives
Unlock allContacts
A
Alexander Acevedo
--
- CRD
- #8185846
(230) 366-4978
horizon.foundation@foundationcapital.com
in linkedin.com/in/delta-north
N
Niklas Axelsen
--
- CRD
- #8050317
(638) 568-7624
insight.peak@ridgecapital.com
in linkedin.com/in/bridge-bridge
G
Glacier pioneer
Unison prime
- CRD
- #41926
(889) 304-9984
delta.bridge@catalystcapital.com
in linkedin.com/in/quantum-alpha
Showing 2 of 71 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,525,961,547 | $777,278 |
| Non-Discretionary | $0 | -- |
| Total | $8,525,961,547 | $777,278 |
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Separately Managed Accounts
Total SMA Asset: $8,310,337,187
Equity - Exchange:
8.9% Public Funds:
8.6% Cash:
8.4% Corporate - Investment Grade:
17.8% Equity - OTC:
22.8% Municipal Bonds:
11.7% Sovereign Bonds:
4.9% U.S. Government/Agency:
16.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $477,818,516 | 8.9% |
| Public Funds | $461,712,274 | 8.6% |
| Cash | $450,974,779 | 8.4% |
| Corporate - Investment Grade | $955,637,032 | 17.8% |
| Equity - OTC | $1,224,074,400 | 22.8% |
| Municipal Bonds | $628,143,442 | 11.7% |
| Sovereign Bonds | $263,068,621 | 4.9% |
| U.S. Government/Agency | $907,318,304 | 16.9% |
| Total | $5,368,747,368 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX CAPITAL VECTOR | SIGNAL LEGACY | MBNGABUMA | LUYA | 2.97% | $44,667,992 |
| GLACIER DELTA HORIZON | DELTA PATHWAY | JR3SU8IOA | JQUE | 4.38% | $99,864,335 |
| SUMMIT FOCUS VERTEX | BRIDGE MERIDIAN | H2L8UXAZS | GSK | 7.91% | $24,827,846 |
| INSIGHT MERIDIAN | CATALYST HORIZON | L6B7WXIHA | FCQIF | 11.08% | $95,677,008 |
| FRONTIER ALPHA | BRIDGE CREST | 27JHK1R8T | DFOG | 1.31% | $101,527,342 |
| FOCUS OAK RADIAL | FRONTIER FOCUS | VJBT0S9JR | KZVV | 11.05% | $94,512,588 |
| FUSION GLACIER MOMENTUM | FRONTIER NORTH | ZND57BGD6 | HVBQ | 1.91% | $75,395,072 |
| MOMENTUM CREST CREST | VECTOR PEAK | I2944Y9UZ | AIDQ | 6.33% | $101,781,306 |