CALIFORNIA CAPITAL MANAGEMENT
Firm details
- Headquarters
- BURBANK, California
- CRD number
- 130734
- Registered since
- June 8, 2012
- Website
- www.calcapmgt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI69.82%
- Individuals28.35%
- Pension & Profit Sharing Plans1.83%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
California Capital Management is an independent registered investment adviser formed as an LLC and registered with the SEC in 2012. The firm serves individuals, families and institutional clients and offers financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. FINTRX flags the firm as “not a capital allocator” and not an active ESG investor. The firm is owned by a mix of a domestic entity and an individual. The advisor is identified as a single RIA organization rather than part of a larger related-adviser network.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities78%
- Public Funds/Mutual Funds18%
- Cash & Cash Equivalents4%
Contacts
3 of 7Tara Koda
Relationship ManagerCRD 7782324
BRADLEY SALO
Senior PartnerCRD 1674662
KHRYSTEN BALTAZAR
Managing PartnerCRD 6165065
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$139M in ETFs
67%
$93.3M
23%
$46M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST CORE INVESTMENT GRADE ETF (FTCB) | First Trust | Active | Intermediate Core Bond | $15.8M | 755,736 | 11.37% |
Location
BURBANK, CA
LOS ANGELES
Location
BURBANK, CA
Headquartered in BURBANK, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 2520 W Olive Ave
- Time zone
- PT (UTC-8)
- Office locations
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