RIA Intel›Advisers›California›CAPITAL ADVANTAGE, INC.

CAPITAL ADVANTAGE, INC.

Advisory

N·WALNUT CREEK, CA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$1.3B
1-Year AUM Growth
+10.9%
3-Year CAGR
+4.3%
Employees
9
Assets Under Management
Total AUM$1.3B
Discretionary AUM$1.3B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients683
Team
Total Employees9
Investment Advisers16
Employee Growth (1Y)+28.6%
Filing History
Total Filings on Record83
First FilingMar 30, 2001
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 83 historical filings spanning 25+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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