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Michael John Chisick

ONE CAPITAL MANAGEMENT
Alpharetta, GA
·CRD# 5846280·16 years experience

Professional Summary

Michael John Chisick, who also goes by Michael John Chisick, Michael Chisick, is a registered financial advisor currently at ONE CAPITAL MANAGEMENT, LLC located in Alpharetta, Georgia. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Michael has worked at 3 firms and has passed the Series 66 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Michael John Chisick, Michael Chisick

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

16 years in the financial services industry

Current & Past Employments

ONE CAPITAL MANAGEMENT, LLC·CRD# 114861
RIA
11800 Amberpark Dr. Suite 230, Alpharetta, GA 30009
February 9, 2026 - Present
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC·CRD# 20472
RIA
Atlanta, GA
June 20, 2025 - December 23, 2025
MORGAN STANLEY·CRD# 149777
RIA
Honolulu, HI
December 3, 2010 - July 6, 2011
MORGAN STANLEY·CRD# 149777
BD
Honolulu, HI
November 1, 2010 - July 6, 2011

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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 - SEC (11/5/2001 Approved)

Contact Information

Main Address

3075 Townsgate Road Suite 350, Westlake Village, CA 91361

Phone Number

(805) 409-8150

# of Employees

103

SEC notice filing (34 States and Territories)

Registered to provide investment advisory services in 34 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

OCM FORM ADV PART 2A MARCH 2026 (3/26/2026)

Regulatory Assets Under Management

Total Number of Accounts

10,969

AUM (Assets Under Management)

$8,525,961,547

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
08/05/2026Cover PageReport
12/12/2025Cover PageReport
01/17/2025Cover PageReport
04/16/2024Cover PageReport

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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.

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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 - SEC (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.
IAR
Georgia
(2/9/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Nov 2010About the Series 66 exam

Series 7 — General Securities Representative Examination

Passed Oct 2010About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Michael John Chisick's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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