DFX Intelligence
Advisors
Advisors registered through One Capital Management, LLCAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
65 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Tobie A Rodriguez | One Capital Management, LLC independent RIA | Westlake Village, Ca | Jan 3, 2023 | 21 y | 2 | 2 |
| Derek Michael Schwartz Certified Financial Planner, Chartered Financial Analyst | One Capital Management, LLC independent RIA | Westlake Village, Ca | Sep 3, 2025 | 13 y | 4 | 2 |
| Timothy Patrick Sheldon Certified Financial Planner | One Capital Management, LLC independent RIA | Westlake Village, Ca | Sep 3, 2025 | 20 y | 3 | 2 |
| S•••• E• S•••••• | O•• C•••••• M••••••••• L•• independent RIA | Scottsdale, Az | Sep 3, 2025 | 10 y | 2 | 2 |
| Z•••••• L•••• S•••• | O•• C•••••• M••••••••• L•• independent RIA | Westlake Village, Ca | Sep 3, 2025 | 10 y | 1 | 1 |
| M•••••• S• S••••••••• | O•• C•••••• M••••••••• L•• independent RIA | Walnut Creek, Ca | Sep 3, 2025 | 22 y | 2 | 1 |
| D•• S••••••••• | O•• C•••••• M••••••••• L•• independent RIA | Westlake Village, Ca | Jan 21, 2015 | 23 y | 1 | 3 |
| E••• E••••• S•••••• Certified Financial Planner | O•• C•••••• M••••••••• L•• independent RIA | Westlake Village, Ca | Jun 5, 2025 | 38 y | 10 | 1 |
| J•••• E••••• T••••• Certified Financial Planner | O•• C•••••• M••••••••• L•• independent RIA | Westlake Village, Ca | Apr 11, 2025 | 19 y | 7 | 1 |
| C•••• V••••• | O•• C•••••• M••••••••• L•• independent RIA | San Francisco, Ca | Mar 25, 2024 | 33 y | 2 | 1 |
| J••••• W•••• | O•• C•••••• M••••••••• L•• independent RIA | Westlake Village, Ca | Jan 24, 2025 | 12 y | 0 | 1 |
| A••••• W•••••• W••••••••• | O•• C•••••• M••••••••• L•• independent RIA | Westlake Village, Ca | Oct 7, 2021 | 11 y | 0 | 1 |
| S•••••• A••••• W••• | O•• C•••••• M••••••••• L•• independent RIA | Westlake Village, Ca | Sep 3, 2026 | 10 y | 0 | 1 |
| A•••• E••• Y•••• Chartered Financial Analyst | O•• C•••••• M••••••••• L•• independent RIA | Westlake Village, Ca | Sep 15, 2025 | 15 y | 0 | 1 |
| L•••• K••••••• Z•••••••• Chartered Financial Analyst | O•• C•••••• M••••••••• L•• independent RIA | Westlake Village, Ca | Oct 18, 2010 | 32 y | 1 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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