Brady Edward Nance

Employer firm

One Capital Management, LLC CRD 114861

$8.53B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2002 → 12/2025
  Tiaa-Cref Individual & Institutional Services, Llc
  Denver, CO
• 09/2002 → 12/2025
  Tiaa
  Denver, CO
• 01/2026 → Present
  One Capital Management, Llc
  Alpharetta, GA

Previous Registrations

• 2007-04-06 → 2025-12-24
  Tiaa-Cref Individual & Institutional Services, Llc
  Atlanta, GA
  Glendale, CO
  Denver, CO
  Denver, CO
  Glendale, CO
  Roswell, GA
• 2002-05-30 → 2002-06-07
  E*Trade Advisory Services, Inc.
  Woodstock, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-04-05
• S66 Uniform Combined State Law Examination
  2001-02-14

Designations

• Certified Financial Planner
• Chartered Financial Consultant