A complete list of active advisors currently associated with California Capital Management

Warmer can help you find a great advisor at California Capital Management or one who fits your needs even better.

California Capital Management provides investment advisory services to a mix of individual investors (including high net worth clients), trusts, retirement plans, and business entities. The firm offers a Wrap Comprehensive Portfolio Management program and retirement plan consulting, and as of the brochure reports managing $358,371,683 on a discretionary basis for roughly 347 clients with a five-advisor team. Portfolios are tailored to individual time horizon, risk tolerance and goals and the firm employs a mix of quantitative, technical and fundamental analysis across multiple time frames. Strategies may include long- and short-term equity trading, option writing and futures, use of index options and stop orders for risk management, and a preference for daily-liquidity while allowing illiquid investments (non-traded REITs/BDCs) in limited amounts. Compared with many peers, the firm is notable for sponsoring a wrap fee program and for using compensated testimonials and endorsements under written arrangements, practices the brochure highlights and discloses under Rule 206(4)-1. The brochure also discloses that some representatives sell commissionable securities and insurance products, and that the firm reserves the option to liquidate accounts on termination to protect proprietary strategies, all of which are identified as potential conflicts and addressed in its policies.

To learn more about the advisors currently working at California Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.