Daniel Kang
Investment adviser representative at One Capital Management, LLC
13 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$8.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- One Capital Management, LLCApr 2026 to now
- TIAA-CREF Individual & Institutional Services, LLCJul 2025 to Mar 2026
- TIAADec 2013 to Mar 2026
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
One Capital Management, LLC
$8.5BAssets managed
3,535Clients
64Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4529213
- Firm CRD
- 114861