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Brad Martin Barrett

ONE Capital Management, LLC

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About Brad Martin Barrett

Brad Martin Barrett is an investment advisor representative with One Capital Management, LLC. Brad has been with the firm since December 2011. Prior to joining One Capital Management, Brad worked for Securities America, Inc. from October 2008 to December 2011. Brad specializes in advising a variety of clients, including individuals, corporations, and investment companies. Brad is licensed to provide investment advisory services in California and Texas. Brad has a Series 7 and Series 66 license.

Firm Information

Brad Barrett is currently registered with ONE Capital Management, LLC. ONE Capital Management, LLC is a Registered Investment Advisor based in Westlake Village, California, with over $6 billion in regulatory assets under management. The firm provides a range of advisory services, including financial planning, pension consulting, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. ONE Capital Management also provides sub-adviser services to two Canadian registered ETFs and a Luxembourg SICAV. The firm serves a diverse client base, including high-net-worth individuals, corporations, investment companies, and pension plans.
ONE Capital Management, LLC

3075 TOWNSGATE ROAD

WESTLAKE VILLAGE, CA 91361

$6.14B

Assets Under Management

Not reported

Total Clients

42

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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advisory consulting services, firm provides sub-adviser services to two canadian registered etf, and to a luxembourg sicav

Advisory consulting services, firm provides sub-adviser services to two canadian registered etf, and to a luxembourg sicav

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brad Barrett’s Registration & Firm History

CA

01/03/2023 - Present

ONE Capital Management, LLC (WESTLAKE VILLAGE CA)

CA

10/13/2008 - 12/16/2011

SECURITIES AMERICA, INC. (CALABASAS CA)

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Licenses & Designations

BOTH

Issued 12/22/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/09/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brad Martin Barrett.
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