# California Capital Management

> California Capital Management is an SEC-registered investment advisory firm in Burbank, CA, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 7, 2026.

- CRD: 130734
- Filed as: CALIFORNIA CAPITAL MANAGEMENT
- Legal name: Consolidated Capital Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Burbank, CA
- Filing period: October 2026
- Form ADV filing dated: July 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/130734
- AdvisorCensus page: https://advisorcensus.com/firm/california-capital-management-burbank-ca-130734

## Quick answers

**How is California Capital Management compensated?**
On its Form ADV (Item 5.E, October 2026), California Capital Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is California Capital Management located?**
California Capital Management's principal office is in Burbank, CA, according to its Form ADV.

**Is California Capital Management registered with the SEC or a state?**
California Capital Management is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 130734.

**How much does California Capital Management manage?**
California Capital Management reports $358,371,683 in regulatory assets under management in its Form ADV filing dated July 7, 2026 (100% discretionary).

**How have California Capital Management's assets and staff changed since 2021?**
In the Form ADV data for California Capital Management: Regulatory assets under management: $300,042,370 in the October 2021 data and $358,371,683 in the October 2026 data, up 19%. Total employees: 10 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does California Capital Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (235); high net worth individuals (112); pension and profit sharing plans (but not the plan participants or government pension plans) (5).

**Which custodians does California Capital Management use?**
California Capital Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does California Capital Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/130734

**What changed in California Capital Management's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $320,956,754 to $358,371,683 (+12%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $358,371,683
- Discretionary: $358,371,683
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 235 | $101,587,320 |
| High net worth individuals | 112 | $250,229,525 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $6,551,028 |
| Corporations or other businesses not listed above | Fewer than 5 | $3,810 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2012 (14 years)
- Employees: 12 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, FL, HI, NC, NV, NY, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- calcapmgt.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $300,042,370 | 10 | September 27, 2021 |
| October 2022 | $385,190,180 | 11 | June 10, 2022 |
| October 2023 | $259,475,475 | 10 | May 1, 2023 |
| October 2024 | $300,352,634 | 10 | March 14, 2024 |
| October 2025 | $320,956,754 | 12 | June 24, 2025 |
| October 2026 | $358,371,683 | 12 | July 7, 2026 |

Regulatory assets under management: $300,042,370 in the October 2021 data and $358,371,683 in the October 2026 data, up 19%.
Total employees: 10 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $320,956,754 to $358,371,683 (+12%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. California Capital Management (CRD 130734): Form ADV filing data as of October 2026.