Investment adviser representative · One Capital Management, LLC
Benjamin R. Garvin
CRD 4339319 · Santa Rosa, CA
At a glance
Benjamin R. Garvin is an investment adviser representative with One Capital Management, LLC in Santa Rosa, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Benjamin’s SEC record dates to 2003, about 23 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- One Capital Management, LLCSince March 2017Santa Rosa, CA · $8.5B in regulatory assets
SEC adviser record
- Registered since
- 2003 (23 years)
- Designations
- Chartered Financial Analyst
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Benjamin’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.