Liam O'hara
Investment adviser representative at One Capital Management, LLC
10 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
10 years in the industry.
- One Capital Management, LLCOct 2025 to now
- N/a - UnemployedJul 2025 to Oct 2025
- Morton WealthOct 2022 to Jun 2025
- N/aJul 2022 to Sep 2022
- Archon Capital, LLCApr 2022 to Jun 2022
- Lowes Companies, LLCJul 2021 to Mar 2022
- The Home DepotJun 2020 to Jun 2021
- WalmartMar 2019 to May 2020
- Wag Labs, Inc.Dec 2018 to Feb 2019
- Royal Valet TulsaAug 2018 to Nov 2018
- Infinity Investigations and Protective ServicesNov 2017 to Jul 2018
- Metro Christian SchoolOct 2016 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7788646
- Firm CRD
- 114861