Capital Advantage, Inc.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 108985
- SEC number
- 801-55896
- Firm type
- RIA
- Assets under management
- $1.3B as of Mar 31, 2026
- Website
- twitter.com/CAPADVANTAGE ↗
- Phone
- 925-299-1500
- Address
- 1855 Olympic Blvd., Walnut Creek, CA, 94596
Advisors at this firm
9 in our index · page 1 of 1
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Ian Michael BurkhardCRD 7523171 · Walnut Creek, CAIA Registered
-
Ian Ashley CastilleCRD 5091378 · Walnut Creek, CAIA Registered
-
Dawnalizabeth HenkeCRD 5012266 · Walnut Creek, CAIA Registered
-
Selma Benrekia HackettCRD 7853480 · Walnut Creek, CAIA Registered
-
John Sterrett HaymanCRD 1041878 · Walnut Creek, CAIA Registered
-
Colin Francis TaylorCRD 5196686 · Walnut Creek, CAIA Registered
-
Jason Alexander TerhuneCRD 5988106 · Walnut Creek, CAIA RegisteredRegistration inactive
-
Brian Anthony WangCRD 6404954 · Walnut Creek, CAIA Registered
-
Donna Lewis ZinmanCRD 2223112 · Walnut Creek, CAIA Registered
1–9 of 9
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 108985 ↗
FINRA BrokerCheck record for firm CRD 108985 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
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