Burbank, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
California Capital Management
Team
Firm-wide stats for California Capital Management
About
California Capital Management provides investment advisory services to individuals (including both non-high-net-worth and high-net-worth clients), trusts, pension plans, and corporate entities. The firm delivers comprehensive portfolio management through a wrap fee program as well as retirement plan consulting, managing roughly $358 million in discretionary assets for its client base of several hundred accounts served by a small advisory team.
Investment programs are customized to each client’s time horizon, risk tolerance and goals and may include ETFs, mutual funds, individual equities and fixed income, along with derivatives and option-writing across short-, intermediate- and long-term time frames. Wrap accounts are managed on a discretionary basis, and the firm states it will act in an ERISA fiduciary capacity when engaged for retirement plan services.
Noteworthy distinctions include the firm’s role as a sponsor of a wrap fee program and its disclosed use of client testimonials in advertising—both features that are uncommon among similarly sized team firms. The brochure also discloses that some representatives engage in outside brokerage and insurance sales, and it describes policies (a Code of Ethics, personal-trading controls, and custodial/prime-broker arrangements) intended to identify and manage the resulting conflicts of interest.
Based on California Capital Management
Expertise
Based on California Capital Management
Location
2520 West Olive Avenue, Suite 300
Burbank CA 91505
Advisors at this office
3
Advisors at this office
Tara K
Series 65
Burbank, CA
California Capital Management
Tara Koda is a financial advisor at California Capital Management with a Series 65 designation. She has been with the firm since 2023 and has prior work experience spanning roles in home support services and environmental services. California Capital Management offers investment advisory services to individuals, trusts, pension plans, and corporate clients, managing approximately $358 million in discretionary assets. The firm provides customized portfolio management through wrap fee programs and retirement plan consulting tailored to clients’ time horizons, risk tolerance, and goals.
Bradley S
CFP®, Series 63
Burbank, CA
California Capital Management
Bradley Salo is a CFP® with 39 years of industry experience. He has been with California Capital Management since 2004 and also works with Purshe Kaplan Sterling Investments. Outside of his advisory work, he is president of One Management Group, Inc., a landscape design consulting firm. California Capital Management provides investment advisory services to individuals, trusts, pension plans, and corporate entities, managing roughly $358 million in discretionary assets across several hundred accounts. The firm offers customized portfolio management through a wrap fee program and retirement plan consulting, utilizing a range of investment strategies including ETFs, mutual funds, equities, fixed income, and options.
Emily L
CFP®, Series 66
Burbank, CA
California Capital Management
Emily Logan is a CFP® and Series 66-registered financial advisor with 15 years of industry experience. She is affiliated with California Capital Management and Purshe Kaplan Sterling Investments. Outside of her advisory roles, she serves as successor trustee for a family trust. California Capital Management provides investment advisory services to individuals, trusts, pension plans, and corporate entities. The firm offers customized portfolio management through a wrap fee program and retirement plan consulting, managing approximately $358 million in discretionary assets for a client base of several hundred accounts.
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