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Antonio Rhee

One Capital Management, LLC

Plano, TX

Westlake Village, CA

CRD 2989927

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Employer firm

One Capital Management, LLC CRD 114861

$8.53B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
One Capital Management, Llc

3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-22
TX RA APPROVED 2026-04-22
  • CA RA
    APPROVED
    Since 2026-04-22
  • TX RA
    APPROVED
    Since 2026-04-22

Branch Locations

5525 Granite Parkway Suite 720, Plano, TX 75024 • United States

3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tiaa Frisco TX 01/2014 03/2026
Tiaa-Cref Individual & Institutional Services, Llc Frisco TX 01/2014 03/2026
One Capital Management, Llc Plano TX 04/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-04-09
S63 Uniform Securities Agent State Law Examination 2002-10-21
  • S66 Uniform Combined State Law Examination
    2014-04-09
  • S63 Uniform Securities Agent State Law Examination
    2002-10-21
Designations
  • Certified Financial Planner
Other Names
  • Tony Rhee

View on SEC IAPD

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