Changhao Meng
Investment adviser representative at One Capital Management, LLC
10 yearsExperience
1 stateRegistered in
$8.5BFirm assets
24 yearsFirm in business
Are you Changhao Meng? Claim your profile
Contact this firm
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, LLCFeb 2026 to now
- University of Sothern CaliforniaJun 2024 to Dec 2025
- Harvey & CompanyAug 2023 to Apr 2024
- University of California, Santa BarbaraSep 2020 to Jun 2023
- High School StudentMar 2016 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8236896
- Firm CRD
- 114861