Donald McDonald has been Managing Director of One Capital Management since August 2001, is a control person of the firm and directly owns under 5% of it. Donald McDonald holds a BA in Economics from the University of Manitoba.
One Capital Management, LLC is a Westlake Village, CA firm with $8.53B under management, 3,535 clients and 55 advisers across 13 offices, as of its August 2026 filing.
Donald H. McDonald is Founder and Managing Director of One Capital Management. Before founding the firm, he was one of the founding members at Loring Ward Investment Counsel (Canada), which later became Assante Wealth Management. Before joining Assante, he performed business development for Canada Trust's Personal and Pension Trust business for Western Canada.
Donald McDonald’s longest registration is the current one, 25 years at One Capital Management since 2001.
- Cascade Financial Management, Inc.– · 1 yearDenver, CO · Adviser representative · Firm CRD 119030
- One Capital Management, LLCCurrent– present · 25 yearsWestlake Village, CA · Adviser representative · Firm CRD 114861
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 5 July 2000 |
| Series 66 | Uniform Combined State Law Examination | 24 January 2000 |
| Series 7 | General Securities Representative Examination | 5 January 2000 |
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Donald Hugh McDonald
- CRD
- 3271670
- Firm
- One Capital Management · CRD 114861
- Role
- Managing Director
- Office
- 3075 TOWNSGATE ROAD, SUITE 350, Westlake Village, CA 91361
- Registration
- Investment adviser registration
- In the industry since
- October 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- onecapital.com
Where does Donald McDonald work?
Donald McDonald has been Managing Director of One Capital Management, LLC since August 2001, and is a control person of the firm.
Is Donald McDonald a financial advisor?
Yes. Donald McDonald has a current investment-adviser registration, through One Capital Management since October 2001.
How many years of experience does Donald McDonald have?
Donald McDonald has 25 years in the financial industry, since October 2001, across 2 adviser firms.
What exams has Donald McDonald passed?
Donald McDonald has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in January 2000.
Where is Donald McDonald based?
Donald McDonald’s registered office is in Westlake Village, CA.
Is Donald McDonald registered with FINRA?
No. Donald McDonald has no current broker registration.
How can I verify Donald McDonald’s record?
Search CRD 3271670 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Donald McDonald’s full registration record.