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Mark Jeffrey Binder

One Capital Management, LLC

Westlake Village, CA

Alpharetta, GA

CRD 2668406

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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
GA RA APPROVED 2026-02-09
  • GA RA
    APPROVED
    Since 2026-02-09

Branch Locations

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

11800 Amberpark Dr. Suite 230, Alpharetta, GA 30009 • 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 Atlanta GA 07/2013 12/2025
Tiaa-Cref Individual & Institutional Services, Llc Atlanta GA 07/2013 12/2025
One Capital Management, Llc Alpharetta GA 01/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-04-29
S63 Uniform Securities Agent State Law Examination 1996-01-15
  • S66 Uniform Combined State Law Examination
    2003-04-29
  • S63 Uniform Securities Agent State Law Examination
    1996-01-15
Designations
  • Certified Financial Planner

View on SEC IAPD

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