Adele Emma Young
Financial advisor at One Capital Management, LLC · Walnut Creek, CA
Last updated 2026-10-10
Claim your profileAdele Emma Young is a financial advisor at One Capital Management, LLC in Walnut Creek, CA, CRD 8107491. IAPD registration began 2025-09-15.
Registration
- CRD number
- 8107491
- Registration status
- Active
- IAPD registration
- 2025-09-15
- Industry Experience
- 1 year
- Work Experience
- 15 years
- States registered
- CA
Licenses and exams
No state licenses or exam codes are listed on the registration.
Designations
- Chartered Financial Analyst
Work history
- 2025-09 to Present · One Capital Management · Walnut Creek, CA
- 2011-05 to 2025-08 · TIAA (trust Company) · San Francisco/walnut Creek, CA
Current employment
- One Capital Management, LLC · Westlake Village, CA
One Capital Management, LLC
- Regulatory AUM
- $8,525,961,547
- Registered advisors
- 64
- Offices
- 20
- Clients per advisor
- 55.2 (Low)
- Average AUM per client
- $2.4M (Low)
- High-net-worth client ratio
- 33.0% (Moderate)
One Capital Management, LLC: advisors, services and reported ETF investments
About
Adele Emma Young is a Chartered Financial Analyst financial advisor at One Capital Management, LLC in Walnut Creek, CA. The latest record indicates 1 year of industry experience and 15 years of reported work history.
One Capital Management, LLC's firm-level Form ADV reports 64 advisors across 20 offices; approximately 55.2 clients per advisor, average assets per client of $2,411,870, and regulatory AUM of $8.5B; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pension and profit-sharing plans, Charitable organizations, and Other investment advisers; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Pooled Investment Vehicles, and Portfolio Management: Businesses or Institutional Clients.
PortfolioFuture's firm-level 13F analysis covers $2.6B across 239 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Adele Emma Young personally.
Reported ETF positions
One Capital Management reports 239 ETF positions worth $2.6B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IGIB — iShares 5-10 Year Investment Grade Corporate Bond ETF | $311.1M |
| MUB — iShares National Muni Bond ETF | $170.5M |
| FFOX — FundX Future Fund Opportunities ETF | $160.8M |
| DFAI — Dimensional International Core Equity Market ETF | $115.1M |
| USHY — iShares Broad USD High Yield Corporate Bond ETF | $96.2M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
One Capital Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | MGC — Vanguard Morningstar Mega Cap ETF | $33.8M | Top 99.5% | Peer conviction 79.0% · Active return +3.51% |
| Addressable Market | MGC — Vanguard Morningstar Mega Cap ETF | $33.8M | Top 99.7% | Addressable AUM $12.8T · Peer conviction 79.0% |
| Residual Alpha | VCIT — Vanguard Intermediate-Term Corporate Bond ETF | $1.6M | Top 99.0% | Residual alpha +0.70% · Residual Sharpe 0.11 |
| Diversification Benefits | NEAR — iShares Short Duration Bond Active ETF | $3.7M | Top 99.3% | Replicability (R²) 35.2% · Residual Sharpe 1.25 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by One Capital Management, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Investment Companies
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Pension Consulting Services
- Publication of Periodicals or Newsletters
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Subscription Fees (Newsletter or Periodical)
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Insurance Broker or Agent
- Insurance Company or Agency
Location
1850 Mt. Diablo Blvd., Walnut Creek, CA 94596
3 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 805.409.8150
- Website: onesports.ca
- Youtube
Official record
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