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Wayne Edward Baxter

Investment adviser representative at One Capital Management, LLC
24 yearsExperience
2 statesRegistered in
$8.5BFirm assets
24 yearsFirm in business

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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

24 years in the industry.

  1. One Capital Management, LLCJul 2012 to now
  2. Baxter Financial Corp.Jun 2002 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2012

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
6102221
Firm CRD
114861
Advisor's SEC record (opens in a new tab)
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