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CAPITAL ADVANTAGE, INC.
CRD 108985 · SEC 801-55896
1855 OLYMPIC BLVD., STE 300, WALNUT CREEK, CA, 94596, United States
Phone
925-299-1500
Fax
925-299-1599
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.28B
Discretionary AUM
$1.28B
Team
16 total employees; 9 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 309 | $199.1M |
| High net worth individuals | 352 | $1.07B |
| Charitable organizations | 2 | $1.6M |
| Corporations/business entities | 4 | $3.6M |
States served
AZ, CA, CO, NY, OR, WA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD