Sara B Henson
Investment adviser representative at One Capital Management, LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- One Capital Management, LLCMar 2026 to now
- Bank of America, N.AFeb 2025 to Mar 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2025 to Mar 2026
- UnemployedMay 2024 to Jan 2025
- CitigroupAug 2022 to May 2024
- JP Morgan Chase Bank, N.A.Nov 2021 to Jul 2022
- J.P. Morgan Securities, LLCAug 2021 to Nov 2021
- Arvest BankJun 2020 to Jul 2021
- Arvest Wealth ManagementJun 2020 to Jul 2021
- Arvest BankMar 2019 to May 2020
- TargetOct 2018 to Jan 2019
- UltaFeb 2017 to Jul 2018
- UltaNov 2016 to Jan 2017
- Harps PharmacyJul 2016 to Nov 2016
- University of ArkansasAug 2014 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (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
- 7262477
- Firm CRD
- 114861