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Corey Douglas French

One Capital Management, LLC

San Francisco, CA

Westlake Village, CA

CRD 7773094

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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:

Current Employers
One Capital Management, Llc

3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-08-28
  • CA RA
    APPROVED
    Since 2023-08-28

Branch Locations

101 Montgomery Street Suite 2400, San Francisco, CA 94104 • United States

3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Instacart San Francisco CA 06/2018 08/2018
Treasury Wine Estates San Francisco CA 11/2021 06/2022
One Capital Management San Francisco CA 06/2022 Present
Sonoma State University Rohnert Park CA 09/2018 10/2021
Sonoma State University Rohnert Park CA 09/2016 08/2018
  • 06/2018 → 08/2018
    Instacart
    San Francisco, CA
  • 11/2021 → 06/2022
    Treasury Wine Estates
    San Francisco, CA
  • 06/2022 → Present
    One Capital Management
    San Francisco, CA
  • 09/2018 → 10/2021
    Sonoma State University
    Rohnert Park, CA
  • 09/2016 → 08/2018
    Sonoma State University
    Rohnert Park, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-02
  • S65 Uniform Investment Adviser Law Examination
    2023-08-02

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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