CRD: 114861
ONE Capital Management, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-10-2001
- Office Locations
- 19
Office Locations
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.
Reported data analysis
What the numbers show
Between November 14, 2025 and August 16, 2026, reported AUM increased 21.8%, from $7.0B to $8.5B.
Across 5 reported observations, AUM increased 91.5% between December 8, 2022 and August 16, 2026, from $4.5B to $8.5B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 55 advisory representatives and 3,535 clients, or 64.3 clients per representative. That equates to $2.4M in reported AUM per client.
The profile lists 19 reported office locations and 24 years in operation. The source data was last updated on August 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full ONE Capital Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
PATRICK JOSEPH BOWEN
President
- CRD
- #2601600
- Ownership
- Less than 5%
STEVEN ROBERT COWLEY
Chief Investment Officer
- CRD
- #1580108
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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Niklas Axelsen
--
- CRD
- #8050317
SAMANTHA BAKKE
Wealth Advisor
- CRD
- #5793211
Showing 2 of 66 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
ONE Capital Management, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
ONE Capital Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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