Capital Advantage, Inc.

Capital Advantage, Inc. (CRD# 108985) is a financial advisory firm headquartered in Lafayette, CA. They manage $528,793,241 in 538 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    529
    MILLION
  • Total Number of Accounts
    538
    ACCOUNTS
  • Average Account Value
    $982,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
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, TX, WA

Financial Advisors at Capital Advantage, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
John S. Hayman
CRD#: 1041878
3708 Mt. Diablo Boulevard, Suite 200, Lafayette, CA 94549
96
Wealthminder
score

John Hayman (CRD# 1041878) is an Investment Advisor Representative working at Capital Advantage, Inc. in Lafayette, CA and has over 32 years of experience in the finance industry. John Hayman 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
Benjamin E. Agron
CRD#: 5734630
3708 Mt Diablo Blvd, Suite 200, Lafayette, CA 94549
93
Wealthminder
score

Benjamin Agron (CRD# 5734630) is an Investment Advisor Representative working at Capital Advantage, Inc. in Lafayette, CA and has over 6 years of experience in the finance industry.

3
Dawn E. Henke
CRD#: 5012266
3708 Mt. Diablo Blvd., Suite 200, Lafayette, CA 94549
93
Wealthminder
score

Dawn Henke (CRD# 5012266) is an Investment Advisor Representative working at Capital Advantage, Inc. in Lafayette, CA and has over 8 years of experience in the finance industry.

4
Catherine E. Henke-Norris
CRD#: 5641966
3708 Mt. Diablo Blvd., Suite 200, Lafayette, CA 94549
93
Wealthminder
score

Catherine Henke-Norris (CRD# 5641966) is an Investment Advisor Representative working at Capital Advantage, Inc. in Lafayette, CA and has over 8 years of experience in the finance industry.

5
Colin F. Taylor
CRD#: 5196686
3708 Mt Diablo Blvd, Suite 200, Lafayette, CA 94549
93
Wealthminder
score

Colin Taylor (CRD# 5196686) is an Investment Advisor Representative working at Capital Advantage, Inc. in Lafayette, CA and has over 9 years of experience in the finance industry.

6
Donna L. Zinman
CRD#: 2223112
3708 Mt. Diablo Blvd., Suite 200, Lafayette, CA 94549
93
Wealthminder
score

Donna Zinman (CRD# 2223112) is an Investment Advisor Representative working at Capital Advantage, Inc. in Lafayette, CA and has over 19 years of experience in the finance industry.

7
Eugenia D. Lathan-Churchill
CRD#: 5996194
3708 Mt Diablo Blvd, Suite 200, Lafayette, CA 94549
90
Wealthminder
score

Eugenia Lathan-Churchill (CRD# 5996194) is an Investment Advisor Representative working at Capital Advantage, Inc. in Lafayette, CA and has over 4 years of experience in the finance industry.

8
Casie R. Stanley
CRD#: 5352539
3708 Mt Diablo Blvd, Suite 200, Lafayette, CA 94549
90
Wealthminder
score

Casie Stanley (CRD# 5352539) is an Investment Advisor Representative working at Capital Advantage, Inc. in Lafayette, CA and has over 5 years of experience in the finance industry.

9
Ian A. Castille
CRD#: 5091378
3708 Mt Diablo Blvd, Suite 200, Lafayette, CA 94549
86
Wealthminder
score

Ian Castille (CRD# 5091378) is an Investment Advisor Representative working at Capital Advantage, Inc. in Lafayette, CA and has over 10 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.

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