One Capital Partners

One Capital Partners

Founded in 2023 and headquartered in Westlake Village, California, One Capital Partners operates as a registered investment adviser serving the wealth management needs of high-net-worth individuals, trusts, estates, and retirement plan sponsors. The firm's principal(s) remain undisclosed in available public records, though the entity's Form ADV filing with the SEC confirms it operates as a fiduciary adviser providing portfolio management and asset allocation services. Westlake Village anchors the firm in a market that straddles Los Angeles and Ventura counties, home to a concentration of private wealth and closely held businesses. The firm's strategy centers on advisory services—portfolio construction, ongoing monitoring, and asset allocation—rather than proprietary fund management or direct deal origination. Available filings do not specify the asset-class mix or disclose individual portfolio holdings. One Capital Partners filed its initial SEC registration as an investment adviser in early 2023, establishing its regulatory posture as a fiduciary rather than a broker-dealer (per the firm's Form ADV, 2023). The total number of professionals, assets under management, and any adjacent vehicles—such as affiliated philanthropic structures or separate operating businesses—are not publicly disclosed. No promotional fund structures or club-deal vehicles have been cited in the firm's regulatory filings, consistent with a service-model advisory practice rather than an asset-gathering private fund manager. Structurally, the firm's most notable differentiator is its relatively recent market entry as a fiduciary registered investment adviser rather than a broker-dealer or insurance-affiliated practice. This posture subjects One Capital Partners to a duty of care and loyalty under the Advisers Act, a regulatory distinction that shapes client relationships and fee transparency in ways not required of broker-dealer models. Without disclosed principals or a known wealth sponsor, the firm's architecture centers on its regulatory identity rather than any single-family patronage or institutional backing.