California Capital Management

California Capital Management (CRD# 130734) is a financial advisory firm headquartered in North Hollywood, CA. They manage $242,661,835 in 1,138 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    243
    MILLION
  • Total Number of Accounts
    1,138
    ACCOUNTS
  • Average Account Value
    $213,235
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at California Capital Management
Showing 1 - 4 of 4 top financial advisors.
1
Alexis I. Cole
CRD#: 4794870
4729 Lankershim Blvd, North Hollywood, CA 91602

Alexis Cole (CRD# 4794870) is an Investment Advisor Representative working at California Capital Management in North Hollywood, CA and has over 15 years of experience in the finance industry. Alexis Cole has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Emily E. Logan
CRD#: 5197746
4729 Lankershim Blvd, North Hollywood, CA 91602

Emily Logan (CRD# 5197746) is an Investment Advisor Representative working at California Capital Management in North Hollywood, CA and has over 9 years of experience in the finance industry. Emily Logan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Bradley J. Salo
CRD#: 1674662
4729 Lankershim Blvd., North Hollywood, CA 91602

Bradley Salo (CRD# 1674662) is an Investment Advisor Representative working at California Capital Management in North Hollywood, CA and has over 22 years of experience in the finance industry. Bradley Salo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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 16 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.