Patrick Bowen has been President of One Capital Management since January 2004, is a control person of the firm and directly owns under 5% of it. Patrick Bowen holds a Bachelor of Science in Economics from California Polytechnic State University at San Luis Obispo.
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.
Patrick Bowen is President of One Capital Management. He directs the firm's overall strategy and operations and runs the firm's Global Asset Allocation and Wealth Management Practice. He was a Vice President with Bernstein Investment Research & Management and an Executive Director-Investments in the Private Client Division of Oppenheimer & Co.
Patrick Bowen’s longest registration is the current one, 22 years at One Capital Management since 2004. Before joining One Capital Management in 2004, Patrick Bowen was registered through Oppenheimer Asset Management Inc. and Fahnestock Asset Management.
- Cascade Financial Management, Inc.– · 1 yearDenver, CO · Adviser representative · Firm CRD 119030
- One Capital Management, LLCCurrent– present · 22 yearsWestlake Village, CA · Adviser representative · Firm CRD 114861
- Oppenheimer Asset Management Inc.– · under a yearNew York, NY · Adviser representative · Firm CRD 105559
- Fahnestock Asset Management– · under a yearLos Angeles, CA · Adviser representative · Firm CRD 249
- CIBC World Markets Corp.– · under a yearLos Angeles, CA · Adviser representative · Firm CRD 630
Investment adviser representative registrations
Patrick Bowen is registered as an investment adviser representative in California, since January 2004.
- CaliforniaSince 21 January 2004
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 31 | Futures Managed Funds Examination | 26 January 2000 |
| Series 65 | Uniform Investment Adviser Law Examination | 17 March 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 May 1995 |
| Series 7 | General Securities Representative Examination | 28 April 1995 |
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Patrick Joseph Bowen
- CRD
- 2601600
- Firm
- One Capital Management · CRD 114861
- Role
- President
- Office
- 3075 TOWNSGATE ROAD, SUITE 350, Westlake Village, CA 91361
- Registration
- Investment adviser registration
- In the industry since
- April 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- onecapital.com
Where does Patrick Bowen work?
Patrick Bowen has been President of One Capital Management, LLC since January 2004, and is a control person of the firm.
Is Patrick Bowen a financial advisor?
Yes. Patrick Bowen has a current investment-adviser registration in California, through One Capital Management since January 2004.
How many years of experience does Patrick Bowen have?
Patrick Bowen has 24 years in the financial industry, since April 2002, across 5 adviser firms.
What exams has Patrick Bowen passed?
Patrick Bowen has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 31. The earliest, the Series 7, was passed in April 1995.
Where did Patrick Bowen work before One Capital Management?
Before One Capital Management, Patrick Bowen was registered through Fahnestock Asset Management, January 2003 to April 2003; CIBC World Markets Corp., April 2002 to January 2003.
Where is Patrick Bowen based?
Patrick Bowen’s registered office is in Westlake Village, CA.
Is Patrick Bowen registered with FINRA?
No. Patrick Bowen has no current broker registration.
How can I verify Patrick Bowen’s record?
Search CRD 2601600 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Patrick Bowen’s full registration record.