California Capital Management

California Capital Management (CRD# 130734) is a financial advisory firm headquartered in Burbank, CA. They manage $300,352,634 in 978 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    300
    MILLION
  • Total Number of Accounts
    978
    ACCOUNTS
  • Average Account Value
    $307,109
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, HI, NV, NY, OR, TX, WA

Financial Advisors at California Capital Management
Showing 1 - 4 of 4 top financial advisors.
1
Alexis I. Cole
CRD#: 4794870
2520 West Olive Avenue, Suite 300, Burbank, CA 91505

Alexis Cole (CRD# 4794870) is an Investment Advisor Representative working at California Capital Management in Burbank, CA and has over 19 years of experience in the finance industry.

2
Emily E. Logan
CRD#: 5197746
2520 West Olive Avenue, Suite 300, Burbank, CA 91505

Emily Logan (CRD# 5197746) is an Investment Advisor Representative working at California Capital Management in Burbank, CA and has over 13 years of experience in the finance industry.

3
Bradley J. Salo
CRD#: 1674662
2520 West Olive Avenue, Suite 300, Burbank, CA 91505

Bradley Salo (CRD# 1674662) is an Investment Advisor Representative working at California Capital Management in Burbank, CA and has over 26 years of experience in the finance industry.

4
Gregory J. Zedlar
CRD#: 2004286
4729 Lankershim Blvd., North Hollywood, CA 91602

Gregory Zedlar (CRD# 2004286) is an Investment Advisor Representative working at California Capital Management in North Hollywood, CA and has over 19 years of experience in the finance industry.

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