Adele Emma Young
Investment adviser representative at One Capital Management, LLC
15 yearsExperience
1 stateRegistered in
CFADesignation
$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
15 years in the industry.
- One Capital Management, LLCSep 2025 to now
- TIAA (trust Company)May 2011 to Aug 2025
Designations
- CFA
Exams passed
No exams in this record.
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
- 8107491
- Firm CRD
- 114861