Capital Advantage, Inc.
● SEC registered since 1998CRD 108985SEC# 801-55896Walnut Creek, CA
Reg. AUM
$1.28B
Employees
16
Accounts
2,271
Location
Walnut Creek, CA
Capital Advantage, Inc. assets under management
Capital Advantage, Inc. is an investment advisory firm registered with the SEC based in Walnut Creek, CA. The firm has been registered since 1998. It reports $1.3 billion in regulatory assets under management and employs 16 people.
Capital Advantage, Inc. owners & executives
14 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Castille Family Trust | Owner | 10-25% | 2019 |
| Cb Trust Control | Owner | 50-75% | 2019 |
| Colin Francis Taylor | Owner / Director Of Investment Management | 10-25% | 2014 |
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Join to unlock · $37/moFrequently asked questions
How much does Capital Advantage, Inc. manage?
Capital Advantage, Inc. reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does Capital Advantage, Inc. have?
Capital Advantage, Inc. reports 16 employees.
Where is Capital Advantage, Inc. located?
Capital Advantage, Inc. is based in Walnut Creek, CA and has been SEC-registered since 1998.
Does Capital Advantage, Inc. disclose fund performance?
Capital Advantage, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1855 Olympic Blvd., Ste 300, Walnut Creek, CA 94596 |
| Phone | 925-299-1500 |
| Fax | 925-299-1599 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1628896 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.28B▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$1.28Bregulatory AUM
Discretionary $1.28B