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Kantrell Moore

Investment Adviser Representative at ONE Capital Management, LLC

Baton Rouge, LACRD #6715075Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
9 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Kantrell Moore is an investment adviser representative with ONE Capital Management, LLC in Baton Rouge, LA, where they have been registered since 2022. They have worked in the securities industry since 2017. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Louisiana.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Louisiana

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/18/2020
Series 63
Uniform Securities Agent State Law Examination
Passed 2/11/2019
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/27/2017
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 11/20/2019

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

ONE Capital Management, LLCCurrent
12/8/2022 – Baton Rouge, LA
ONE Capital Management, LLC
3/16/2021 – 12/7/2022Westlake Village, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Rabel Family Dentistry
    Sep 2014 – Mar 2021Baker, LA
  2. Primerica Financial Services
    Jun 2016 – Mar 2021Baton Rouge, LA
  3. PFS Investments Inc.
    Mar 2017 – Mar 2021Baton Rouge, LA
  4. One Capital Management
    Mar 2021 – no end date reportedWestlake Village, CA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About ONE Capital Management, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Subscription fee
Firm account minimum
$500,000 (waivable)
Firm's annual rate schedule by assets
  • First $1,000,0001.95%
  • Next $1,000,0001.65%
  • Next $3,000,0001.35%
  • Next $5,000,0001.15%

+1 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Actively managed ETFs including equity, balanced, and bond ETFs (XNAV, XCOR, XRLX, XFLX, FFOX), available at major brokers including Charles Schwab, Fidelity, and Etrade.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingPeriodicals and Newsletters
Firm areas of expertise
Actively Managed ETFsEquity ETFsBalanced ETFsBond ETFsTax EfficiencyTaxable AccountsRisk Management

Client types the firm serves

IndividualsHigh Net WorthInvestment CompaniesPension/Profit SharingCharitable OrganizationsOther Investment AdvisersCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
70
Offices listed on AdvisorFinder:
7
Main office:
Westlake Village, CA
SEC file number:
801-60483

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 16, 2026

View full firm profile

Other advisors at ONE Capital Management, LLC

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kantrell Moore has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Kantrell Moore (ONE Capital Management) - Fees & Credentials