California Capital Management

California Capital Management (CRD# 130734) is a financial advisory firm headquartered in North Hollywood, CA. They manage $385,190,180 in 1,400 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details

4729 Lankershim Blvd, North Hollywood, CA 91602

http://www.calcapmgt.com

By the Numbers

Total Assets Under Management

385

MILLION
Total Number of Accounts

1,400

ACCOUNTS
Average Account Value

$275,136

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

Registered Investment Advisor

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.

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 17 years of experience in the finance industry.

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 11 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.

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 24 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.

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 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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