Nicholas Hugh Mcdonald

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

Authority	Category	Status	Date
CA	RA	APPROVED	2015-09-22

CA RA
APPROVED

Since 2015-09-22

Branch Locations

655 W Broadway Suite 870, San Diego, CA 92101 • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
One Capital Management, Llc	Westlake Village	CA	01/2012	Present
California State University Northridge	Northridge	CA	08/2011	Present

01/2012 → Present

One Capital Management, Llc

Westlake Village, CA
08/2011 → Present

California State University Northridge

Northridge, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-09-21

S65 Uniform Investment Adviser Law Examination

2015-09-21

View on SEC IAPD

Employer firm

Current Employers

One Capital Management, Llc

Disclosures

Employment History

Exams

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