Capital Advantage, Inc.

Capital Advantage, Inc. (CRD# 108985) is a financial advisory firm headquartered in Lafayette, CA. They manage $891,590,122 in 1,982 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    892
    MILLION
  • Total Number of Accounts
    1,982
    ACCOUNTS
  • Average Account Value
    $449,844
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, HI, LA, NY, OR, TX, UT, WA

Financial Advisors at Capital Advantage, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Benjamin E. Agron
CRD#: 5734630
3470 Mt Diablo Blvd. Ste A215, Lafayette, CA 94549

Benjamin Agron (CRD# 5734630) is an Investment Advisor Representative working at Capital Advantage, Inc. in Lafayette, CA and has over 11 years of experience in the finance industry. Benjamin Agron 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
Ian A. Castille
CRD#: 5091378
3470 Mt Diablo Blvd. Ste A215, Lafayette, CA 94549

Ian Castille (CRD# 5091378) is an Investment Advisor Representative working at Capital Advantage, Inc. in Lafayette, CA and has over 15 years of experience in the finance industry. Ian Castille 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
Jeff Giguere
CRD#: 6601835
3470 Mt Diablo Blvd. Ste A215, Lafayette, CA 94549

Jeff Giguere (CRD# 6601835) is an Investment Advisor Representative working at Capital Advantage, Inc. in Lafayette, CA and has over 5 years of experience in the finance industry. Jeff Giguere 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
John S. Hayman
CRD#: 1041878
3470 Mt Diablo Blvd., Ste A215, Lafayette, CA 94549

John Hayman (CRD# 1041878) is an Investment Advisor Representative working at Capital Advantage, Inc. in Lafayette, CA and has over 37 years of experience in the finance industry.

5
Dawnalizabeth Henke
CRD#: 5012266
3470 Mt Diablo Blvd., Ste A215, Lafayette, CA 94549

Dawnalizabeth Henke (CRD# 5012266) is an Investment Advisor Representative working at Capital Advantage, Inc. in Lafayette, CA and has over 13 years of experience in the finance industry.

6
Catherine E. Henke-Norris
CRD#: 5641966
3470 Mt. Diablo Blvd., Suite A215, Lafayette, CA 94549

Catherine Henke-Norris (CRD# 5641966) is an Investment Advisor Representative working at Capital Advantage, Inc. in Lafayette, CA and has over 12 years of experience in the finance industry.

7
Colin F. Taylor
CRD#: 5196686
3470 Mt Diablo Blvd. Ste A215, Lafayette, CA 94549

Colin Taylor (CRD# 5196686) is an Investment Advisor Representative working at Capital Advantage, Inc. in Lafayette, CA and has over 14 years of experience in the finance industry.

8
Donna L. Zinman
CRD#: 2223112
3470 Mt. Diablo Blvd., Suite A215, Lafayette, CA 94549

Donna Zinman (CRD# 2223112) is an Investment Advisor Representative working at Capital Advantage, Inc. in Lafayette, CA and has over 24 years of experience in the finance industry.

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