Managing Director · One Capital Management, LLC
Dan Stridsberg
CRD 4709834 · Named on Form ADV at one SEC-registered adviser
At a glance
One Capital Management, LLC, an SEC-registered wealth manager based in Westlake Village, CA with $8.5 billion in regulatory assets, lists Dan Stridsberg on its Form ADV as Managing Director, a control person.
Firms and roles
- One Capital Management, LLCManaging DirectorWealth manager · Westlake Village, CA · $8.5B in regulatory assets
AtlasMembers
Dan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Patrick J. BowenPresident, One Capital Management, LLC
- Steven R. CowleyChief Investment Officer, One Capital Management, LLC
- Donald H. McDonaldManaging Director, One Capital Management, LLC
- Curtis M. WheelerChief Compliance Officer, One Capital Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Dan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.