California Capital Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Burbank, CA. Its latest Form ADV filing, dated March 9, 2026, reports $358M in regulatory assets under management, 12 employees, and 867 accounts.
Assets Under Management
$358M
Employees
12
Offices
--
Total Clients
352
Primary office
BURBANK, CA
2520 WEST OLIVE AVENUE, SUITE 300, BURBANK, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.8% of total clients.
Top client categories% of clientsClients
1
Individuals
66.8%
235
2
HNWI
31.8%
112
3
Pension Plans
1.4%
5
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$358Mas of March 9, 2026
Discretionary100.0%
$358M
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$358M
Total Accounts867
10Y AUM Change+$195M (+119.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee29:1
10Y Employee Change+4 (+50.0%)
* 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.