Tobie A Rodriguez
Investment adviser representative at One Capital Management, LLC
4 yearsExperience
2 statesRegistered in
$8.5BFirm assets
24 yearsFirm in business
Are you Tobie A Rodriguez? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
4 years in the industry.
- One Capital Management, LLCApr 2019 to now
- Hbw Advisory Serives LLCMar 2019 to Apr 2019
- Tamar Securities, LLCNov 2015 to Mar 2019
- Purshe Kaplan Sterling InvestmentsJun 2015 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
One Capital Management, LLC
$8.5BAssets managed
3,535Clients
64Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4855127
- Firm CRD
- 114861