WALNUT CREEK, CACRD 108985Latest ADV March 31, 2026
Capital Advantage, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Walnut Creek, CA. Its latest Form ADV filing, dated March 31, 2026, reports $1.3B in regulatory assets under management, 16 employees, 1 office, and 2,271 accounts.
Assets Under Management
$1.3B
Employees
16
Offices
1 office
Total Clients
667
Primary office
WALNUT CREEK, CA
1855 OLYMPIC BLVD., STE 300, WALNUT CREEK, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 52.8% of total clients.
Top client categories% of clientsClients
1
HNWI
52.8%
352
2
Individuals
46.3%
309
3
Corporations
0.6%
4
4
Charitable
0.3%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of March 31, 2026
Discretionary100.0%
$1.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.3B
Total Accounts2,271
10Y AUM Change+$676M (+112.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee42:1
10Y Employee Change+6 (+60.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.