Riley David Lopez

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

• 06/2025 → Present
  One Capital Management
  Westlake Village, CA
• 06/2024 → 05/2025
  Amerihome Mortgage Company, Llc
  Westlake Village, CA
• 08/2020 → 04/2024
  Pepperdine University
  Malibu, CA
• 08/2013 → 06/2020
  Student - Middle & High School
  Glendale, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-26