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Kevin Garrett Johnson

ONE Capital Management, LLC

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About Kevin Garrett Johnson

Kevin Garrett Johnson is an active Investment Advisor Representative associated with One Capital Management, LLC. Kevin has been in the industry since 2014 and is licensed in California. Kevin is licensed to provide financial planning, advisory consulting services, and portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Kevin Johnson 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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Kevin Johnson’s Registration & Firm History

CA

10/28/2020 - Present

ONE Capital Management, LLC (THOUSAND OAKS CA)

CA

04/23/2015 - 12/31/2021

MUTUAL SECURITIES, INC. (THOUSAND OAKS CA)

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Licenses & Designations

BOTH

Issued 11/02/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/26/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/23/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Garrett Johnson.
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