Chicago, IL Office

One Wealth Capital Management, LLC is an SEC-registered advisory firm that manages roughly $307 million on behalf of a mix of individual and high‑net‑worth clients as well as foundations, trusts, corporations, retirement plans and charitable organizations. The firm offers discretionary and non‑discretionary investment management, financial planning and consulting, retirement plan advisory, and a multi‑phase planning program for clients seeking ongoing, coordinated planning services.

The firm describes a macro‑environmental approach to tactical asset allocation with sector rotation and a relative growth/value framework, combining growth and fixed‑income strategies across mutual funds, ETFs, individual securities and alternatives. One Wealth may implement portfolios using in‑house models or pre‑built allocations and, when appropriate, engages independent sub‑advisors and Managers through third‑party platforms while retaining selection and oversight responsibility.

One Wealth’s brochure discloses material, reportable disciplinary events and directs prospective clients to the SEC adviser information site for details. The firm also describes a range of third‑party relationships and potential conflicts of interest that distinguish it from many peers, including an affiliated insurance entity under common ownership, a relationship to source customized private equity and hedge fund portfolios, the use of independent Managers whose fees are remitted from the firm’s advisory fee, and receipt of travel and marketing reimbursements and other third‑party support services.