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MD

Mark D. Dickamore

ONE CAPITAL MANAGEMENT
Salt Lake City, UT 84109
Some features on this profile are disabled
CRD#: 4860935
MD

Professional summary

Mark Daniel Dickamore, who also goes by Mark D Dickamore, Mark Daniel Dickamore, is a registered financial advisor currently at ONE CAPITAL MANAGEMENT, LLC located in Salt Lake City, Utah.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Mark has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 9 and Series 10 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Mark D Dickamore | Mark Daniel Dickamore

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Daniel Dickamore'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®
None

Experience

Current

November 17, 2025 - Present

ONE CAPITAL MANAGEMENT, LLC

Office #1: 2150 South 1300 East Suite 500, Salt Lake City, UT 84109
RIA
CRD#: 114861
Salt Lake City, UT
Past

November 1, 2022 - August 26, 2025

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
SALT LAKE CITY, UT
Past

October 31, 2022 - August 26, 2025

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
SALT LAKE CITY, UT
Past

November 4, 2020 - October 24, 2022

MARINER WEALTH

RIA
CRD#: 140195
Salt Lake City, UT
Past

May 27, 2014 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
SALT LAKE CITY, UT
Past

May 21, 2014 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
SALT LAKE CITY, UT
Past

July 28, 2011 - April 30, 2014

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
SALT LAKE CITY, UT
Past

July 22, 2011 - April 30, 2014

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SALT LAKE CITY, UT
Past

February 8, 2011 - July 13, 2011

TD AMERITRADE, INC.

RIA
CRD#: 7870
SALT LAKE CITY, UT
Past

February 8, 2011 - July 13, 2011

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
SALT LAKE CITY, UT
Past

February 2, 2011 - July 13, 2011

TD AMERITRADE, INC.

BD
CRD#: 7870
SALT LAKE CITY, UT
Past

July 8, 2010 - January 24, 2011

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
DENVER, CO
Past

November 15, 2004 - January 20, 2011

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
DENVER, CO

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".
OC
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
(11/17/2025)
IAR
Utah
(11/17/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/7/2010
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/19/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/12/2004
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 5/21/2008
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 2/15/2008
General Securities Sales Supervisor - General Module Examination

Current Firm

OC
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
80

SEC notice filing (34 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts8,302
AUM (Assets Under Management)$ 7,002,823,758

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/12/2025
Cover Page
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.

Company Information

ONE CAPITAL MANAGEMENT, LLC

CRD#: 114861Salt Lake City, UT 84109

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