Martin Devault, financial advisor San Francisco CA

Martin Devault

CRD Number: 2149714
Current Firm: One Capital Management, LLC

Martin Devault (CRD# 2149714) is an Investment Advisor Representative working at One Capital Management, LLC in San Francisco, CA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Fundx Investment Group LLC San Francisco, CA Aug 1992 - Current 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1991
S65 NASAA Investment Advisors Law Examination Nov 1993
Contact Info for Martin R. Devault
Phone Number: 805.409.8150
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4,941
    MILLIONS
  • Total Number of Accounts
    8,586
    ACCOUNTS
  • Average Account Value
    $575,467
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OR, PA, TN, TX, UT, VA, VT, WA, WI

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