Alpharetta, GA Office

Team
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One Capital Management, LLC logo

One Capital Management, LLC

Multi-team

Firm-wide stats for One Capital Management, LLC

Total advisors

65

Across 10 offices

Clients per advisor

53 Typical

Avg AUM per client

$1,539,379 High

HNW client ratio

34% High

About

One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion for individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, corporations and other business entities. The firm provides wealth management and planning, discretionary portfolio management, retirement plan solutions, advisory consulting, sub‑advisory services, and serves as investment adviser to the FundX family of exchange‑traded funds.

OCM generally builds customized, globally balanced portfolios guided by a written Investment Policy Statement and a macroeconomic assessment, blending active large‑cap equity management with ETFs and diversified fixed‑income to control risk and pursue after‑tax returns. Portfolios are typically managed on a discretionary basis with ongoing monitoring and rebalancing; for its FundX strategies the firm applies a proprietary ranking system to rotate into top‑performing funds.

Noteworthy features that distinguish OCM from many peers include its role as adviser to proprietary ETFs and publisher of a monthly FundX newsletter with fund commentary and rankings, its disclosure of an “extensive track record” and a long‑established ranking methodology for fund selection, and its sub‑advisory work for other investment advisers. The firm also maintains registrations and services in Canada as a foreign portfolio manager, discloses an economic interest in an affiliated CPA firm (Aspire Financial, LLC), and states it may pay or reimburse certain client expenses for third‑party professional services, all of which are disclosed as potential conflicts of interest.

Based on One Capital Management, LLC

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Real estate investing Cross-border / expatriate tax planning

Based on One Capital Management, LLC

Location

11800 Amberpark Dr., Suite 230

Alpharetta GA 30009

Advisors at this office

5

Advisors at this office

user avatar

Mark B

CFP®, Series 63, Series 66

Alpharetta, GA

One Capital Management, LLC

Mark Binder is a financial advisor with One Capital Management, LLC in Alpharetta, GA, holding a CFP® designation and Series 63 and Series 66 licenses. He has 30 years of industry experience, including 12 years at TIAA-CREF prior to joining One Capital Management in 2026. One Capital Management is a registered investment adviser managing approximately $8.5 billion for individuals, pension and profit-sharing plans, trusts, corporations, and other business entities. The firm offers wealth management, discretionary portfolio management, retirement plan solutions, and advisory consulting, utilizing a globally balanced and customized investment approach that combines active large-cap equity management with ETFs and diversified fixed income.

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Real estate investing Cross-border / expatriate tax planning
user avatar

Ross L

Series 66

Alpharetta, GA

One Capital Management, LLC

Ross Lloyd is a financial advisor at One Capital Management, LLC with 13 years of industry experience. He holds the Series 66 designation and previously worked at TIAA and TIAA-Cref Individual & Institutional Services, LLC for 12 years. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients through a multi-advisor team managing approximately $7 billion in discretionary assets. The firm employs a globally balanced investment approach combining active management of large-cap equities, ETFs, and diversified fixed income, supported by a proprietary fund ranking system and a written Investment Policy Statement.

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Real estate investing Cross-border / expatriate tax planning
user avatar

Michael C

CFP®, Series 66

Alpharetta, GA

One Capital Management, LLC

Michael Chisick is a CFP® and holds a Series 66 designation with one year of industry experience. He is currently an advisor at One Capital Management, LLC and previously worked at TIAA and TIAA-CREF. One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion for individuals, pension and profit-sharing plans, trusts, corporations, and other entities. The firm offers wealth management, discretionary portfolio management, retirement plan solutions, and advisory consulting, typically constructing globally balanced portfolios that combine active large-cap equity management with ETFs and diversified fixed income.

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Real estate investing Cross-border / expatriate tax planning
user avatar

Jared O

Series 63, Series 65

Alpharetta, GA

One Capital Management, LLC

Jared Osborne is a financial advisor at One Capital Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TIAA-CREF and Bank of America. One Capital Management, LLC manages approximately $8.5 billion for individuals, pension plans, trusts, and corporations, offering wealth management, discretionary portfolio management, and advisory consulting. The firm builds customized, globally balanced portfolios combining active large-cap equity management with ETFs and diversified fixed income, and serves as investment adviser to the FundX family of exchange-traded funds.

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Real estate investing Cross-border / expatriate tax planning
user avatar

Brady N

CFP®, ChFC®, Series 65, Series 66

Alpharetta, GA

One Capital Management, LLC

Brady Nance is a CFP® and ChFC® with 25 years of experience in the financial services industry. He has worked at One Capital Management, LLC since 2026 and previously spent over two decades at TIAA and Tiaa-CREF from 2002 to 2025. One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion for a diverse client base, including individuals, pension plans, trusts, and corporations. The firm constructs customized, globally balanced portfolios using a combination of active large-cap equity management, ETFs, and diversified fixed income, and serves as investment adviser to the FundX family of exchange-traded funds.

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Real estate investing Cross-border / expatriate tax planning
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