# M-One Capital

> M-One Capital is an SEC-registered investment advisory firm in Omaha, NE, registered since 2011, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 26, 2026.

- CRD: 158782
- Filed as: M-ONE CAPITAL
- Legal name: M-One Capital Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Omaha, NE
- Filing period: October 2026
- Form ADV filing dated: May 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/158782
- AdvisorCensus page: https://advisorcensus.com/firm/m-one-capital-omaha-ne-158782

## Quick answers

**How is M-One Capital compensated?**
On its Form ADV (Item 5.E, October 2026), M-One Capital reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.

**Where is M-One Capital located?**
M-One Capital's principal office is in Omaha, NE, according to its Form ADV; the October 2025 filing also lists 1 other office (Schedule D, Section 1.F).

**Is M-One Capital registered with the SEC or a state?**
M-One Capital is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 158782.

**How much does M-One Capital manage?**
M-One Capital reports $3,773,994,241 in regulatory assets under management in its Form ADV filing dated May 26, 2026 (100% discretionary).

**How have M-One Capital's assets and staff changed since 2021?**
In the Form ADV data for M-One Capital: Regulatory assets under management: $2,582,015,815 in the October 2021 data and $3,773,994,241 in the October 2026 data, up 46%. Total employees: 26 in October 2021 and 31 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does M-One Capital serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (11).

**Does M-One Capital report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/158782

**What changed in M-One Capital's recent Form ADV filings?**
In the April 2026 filing data: No longer lists an office in Wellesley, MA. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $3,773,994,241
- Discretionary: $3,773,994,241
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 11 | $3,773,994,241 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other

### Firm details
- Registered since: 2011 (15 years)
- Employees: 31 total, 28 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NE
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2025 filing
- Wellesley, MA

### Websites listed on Form ADV (Item 1.I)
- m-onecapital.com
- LinkedIn @m-one-capital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,582,015,815 | 26 | June 18, 2021 |
| October 2022 | $2,888,012,376 | 27 | May 11, 2022 |
| October 2023 | $2,899,792,229 | 29 | May 11, 2023 |
| October 2024 | $4,030,326,449 | 29 | May 7, 2024 |
| October 2025 | $4,133,976,713 | 31 | May 28, 2025 |
| October 2026 | $3,773,994,241 | 31 | May 26, 2026 |

Regulatory assets under management: $2,582,015,815 in the October 2021 data and $3,773,994,241 in the October 2026 data, up 46%.
Total employees: 26 in October 2021 and 31 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- No longer lists an office in Wellesley, MA.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Changed its legal name from McCarthy Partners Management, LLC to M-One Capital Management, LLC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. M-One Capital (CRD 158782): Form ADV filing data as of October 2026.