Cranston R. Gesell

ONE CAPITAL MANAGEMENT

THOUSAND OAKS, CA 91360

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CRD#: 1182387

Professional summary

Cranston Richard Gesell JR, CFP®, who also goes by Dan Gesell, is a registered financial advisor currently at ONE CAPITAL MANAGEMENT, LLC located in Thousand Oaks, California.

Cranston is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Cranston has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dan Gesell

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. INDEPENDENT INSURANCE AGENT, SOLE PROPRIETOR, START: 02/01/78, 100 E. THOUSAND OAKS BLVD. STE 150 THOUSAND OAKS, CA 91360, INSURANCE AGENCY/AGENT, NOT INVESTMENT RELATED, 15 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 2. PROFESSIONAL PLANNING, PARTNERSHIP, START: 01/01/00, 100 E. THOUSAND OAKS BLVD. STE 150 THOUSAND OAKS, CA 91360, RIA, PARTNER & ADVISOR, INVESTMENT RELATED, 200 HOURS PER MONTH, 4 HOURS PER DAY DURING TRADING HOURS. 3. SIMI SUNRISE ROTARY CHARITABLE FOUNDATION, START DATE: 01/2018, 1786 RESTFUL COURT, SIMI VALLEY, CA 93065, NON-PROFIT, START DATE: 01/01/18, 1786 RESTFUL COURT SIMI VALLEY, CA 93065, BOARD MEMBER, NOT INVESTMENT RELATED, 2 HOURS PER QUARTER, 0 HOURS PER DAY DURING TRADING HOURS. 4. One Capital Management, LLC., Start Date: 10/22/2020, 3075 Townsgate Rd., Ste. 350, Westlake Village, CA 91361, LLC, RIA, Executive Director, Advisor to clients, Investment Related, 160 Hours per month, 4 Hours per day during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cranston Richard Gesell JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1984

Experience

Current

October 30, 2020 - Present

ONE CAPITAL MANAGEMENT, LLC

Office #1: 100 Thousand Oaks Blvd, Thousand Oaks, CA 91360

RIA

CRD#: 114861

THOUSAND OAKS, CA

Past

July 27, 2009 - September 9, 2022

PROFESSIONAL PLANNING

RIA

CRD#: 109561

THOUSAND OAKS, CA

Past

June 24, 2009 - December 31, 2021

MUTUAL SECURITIES, INC.

CRD#: 13092

THOUSAND OAKS, CA

Past

January 7, 2000 - June 29, 2009

OSAIC WEALTH, INC.

CRD#: 23131

WESTLAKE VILLAGE, CA

Past

August 12, 1997 - January 5, 2000

CINCINNATI ANALYSTS, INC.

CRD#: 5478

CINCINNATI, OH

Past

January 16, 1987 - August 13, 1997

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

CRD#: 5496

WELLESLEY HILLS, MA

Past

November 4, 1983 - April 15, 1987

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ONE CAPITAL MANAGEMENT, LLC

FUNDX, A DIVISION OF ONE CAPITAL MANAGEMENT, LLC | ONE CAPITAL MANAGEMENT, LLLP | ONE CAPITAL MANAGEMENT, LLC

CRD#: 114861 / SEC#: 801-60483

RIA

Registered Investment Advisory firm - (11/5/2001 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(10/30/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/3/2000

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/30/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/16/2000

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 3/25/1985

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 11/3/1983

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ONE CAPITAL MANAGEMENT, LLC

FUNDX, A DIVISION OF ONE CAPITAL MANAGEMENT, LLC | ONE CAPITAL MANAGEMENT, LLLP | ONE CAPITAL MANAGEMENT, LLC

CRD#: 114861 / SEC#: 801-60483

RIA

Registered Investment Advisory firm - (11/5/2001 Approved)

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Contact information

Main Address

3075 Townsgate Road Suite 350, Westlake Village, CA 91361

Mailing Address

Phone number

(805) 409-8150

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (34 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

OCM FORM ADV PART 2A NOVEMBER 14, 2025 (11/14/2025)

Regulatory assets under management

Total Number of Accounts	8,302
AUM (Assets Under Management)	$ 7,002,823,758

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/17/2025	Cover Page	Report
04/16/2024	Cover Page	Report
02/12/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Cranston R. Gesell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cranston Richard Gesell JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

PROFESSIONAL PLANNING

MUTUAL SECURITIES, INC.

OSAIC WEALTH, INC.

CINCINNATI ANALYSTS, INC.

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

HORNOR, TOWNSEND & KENT, LLC

Primary Firm SEC Registration

ONE CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/3/2000

Series 63

Date: 10/30/1987

SIE

Date: 10/1/2018

Series 7

Date: 3/16/2000

Series 22

Date: 3/25/1985

Series 6

Date: 11/3/1983

Current Firm

ONE CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (34 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ONE CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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