Timothy Patrick Sheldon
Financial advisor at One Capital Management, LLC · Denver, CO
Last updated 2026-10-10
Claim your profileTimothy Patrick Sheldon is a financial advisor at One Capital Management, LLC in Denver, CO, CRD 5118780. Licenses and exams on the registration: Series 66. IAPD registration began 2006-09-26.
Registration
- CRD number
- 5118780
- Registration status
- Active
- IAPD registration
- 2006-09-26
- Industry Experience
- 20 years
- Work Experience
- 19 years
- States registered
- CA, CO
Licenses and exams
- Series 66
Designations
- CFP®
Work history
- 2006-11 to 2017-09 · Fidelity Brokerage Services LLC · Portland, ME
- 2006-11 to 2017-09 · Strategic Advisers, Inc. · Portland, ME
- 2017-10 to 2025-08 · TIAA · Denver, CO
- 2025-07 to 2025-08 · TIAA-CREF Individual & Institutional Services, LLC · Denver, CO
- 2025-09 to Present · One Capital Management · Denver, CO
Current employment
- One Capital Management, LLC · Westlake Village, CA
One Capital Management, LLC
- Regulatory AUM
- $8,525,961,547
- Registered advisors
- 64
- Offices
- 20
- Clients per advisor
- 55.2 (Low)
- Average AUM per client
- $2.4M (Low)
- High-net-worth client ratio
- 33.0% (Moderate)
One Capital Management, LLC: advisors, services and reported ETF investments
About
Timothy Patrick Sheldon is a CFP® financial advisor at One Capital Management, LLC in Denver, CO. Reported securities licenses include Series 66. The latest record indicates 20 years of industry experience and 19 years of reported work history.
One Capital Management, LLC's firm-level Form ADV reports 64 advisors across 20 offices; approximately 55.2 clients per advisor, average assets per client of $2,411,870, and regulatory AUM of $8.5B; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pension and profit-sharing plans, Charitable organizations, and Other investment advisers; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Pooled Investment Vehicles, and Portfolio Management: Businesses or Institutional Clients.
PortfolioFuture's firm-level 13F analysis covers $2.6B across 239 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Timothy Patrick Sheldon personally.
Reported ETF positions
One Capital Management reports 239 ETF positions worth $2.6B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IGIB — iShares 5-10 Year Investment Grade Corporate Bond ETF | $311.1M |
| MUB — iShares National Muni Bond ETF | $170.5M |
| FFOX — FundX Future Fund Opportunities ETF | $160.8M |
| DFAI — Dimensional International Core Equity Market ETF | $115.1M |
| USHY — iShares Broad USD High Yield Corporate Bond ETF | $96.2M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
One Capital Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | MGC — Vanguard Morningstar Mega Cap ETF | $33.8M | Top 99.5% | Peer conviction 79.0% · Active return +3.51% |
| Addressable Market | MGC — Vanguard Morningstar Mega Cap ETF | $33.8M | Top 99.7% | Addressable AUM $12.8T · Peer conviction 79.0% |
| Residual Alpha | VCIT — Vanguard Intermediate-Term Corporate Bond ETF | $1.6M | Top 99.0% | Residual alpha +0.70% · Residual Sharpe 0.11 |
| Diversification Benefits | NEAR — iShares Short Duration Bond Active ETF | $3.7M | Top 99.3% | Replicability (R²) 35.2% · Residual Sharpe 1.25 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by One Capital Management, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Investment Companies
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Pension Consulting Services
- Publication of Periodicals or Newsletters
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Subscription Fees (Newsletter or Periodical)
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Insurance Broker or Agent
- Insurance Company or Agency
Location
3300 E 1st Avenue, Denver, CO 80206
4 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 805.409.8150
- Website: onesports.ca
- Youtube
Official record
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