Consolidated Capital Management, LLC
● SEC registered since 2012CRD 130734SEC# 801-76714Burbank, CA
Reg. AUM
$358.4M
Employees
12
Accounts
867
Location
Burbank, CA
Consolidated Capital Management, LLC assets under management
Consolidated Capital Management, LLC operates as an SEC-registered investment adviser based in Burbank, CA. The firm has been registered since 2012. It reports $358.4 million in regulatory assets under management and employs 12 people.
Consolidated Capital Management, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexis Cole | Secretary & Managing Member | 5-10% | 2021 |
| Bradley Jay Salo Control | Chief Investment Officer & Managing Member | 25-50% | 2004 |
| Emily Elizabeth Logan | Managing Member | 5-10% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Consolidated Capital Management, LLC manage?
Consolidated Capital Management, LLC reports $358.4 million in regulatory assets under management on its Form ADV.
How many employees does Consolidated Capital Management, LLC have?
Consolidated Capital Management, LLC reports 12 employees.
Where is Consolidated Capital Management, LLC located?
Consolidated Capital Management, LLC is based in Burbank, CA and has been SEC-registered since 2012.
Does Consolidated Capital Management, LLC disclose fund performance?
Consolidated Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2520 West Olive Avenue, Suite 300, Burbank, CA 91505 |
| Phone | 818-766-0660 |
| Fax | 818-766-0770 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1666613 |
| Discloses disciplinary history | No |
Regulatory AUM
$358.4M▲ 12%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$358.4Mregulatory AUM
Discretionary $358.4M