Investment adviser · CRD 108985
CAPITAL ADVANTAGE, INC.
Investment adviser filing (IA)
WALNUT CREEK, CA, United States · Form ADV filed Aug 25, 2026
- Regulatory AUM
- $1.28B Form ADV · Item 5.F
- Client accounts
- 2,271 Accounts, not individual clients
- Employees
- 16 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 352 | $1,072,319,543 | 84.0% |
| Individuals | 309 | $199,122,210 | 15.6% |
| Corporations & businesses | Fewer than 5 | $3,560,938 | 0.3% |
| Charities | Fewer than 5 | $1,568,194 | 0.1% |
Filing source
Form ADV 2125478 · Aug 25, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 25, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
1855 OLYMPIC BLVD., STE 300WALNUT CREEK, CA, 94596, United States
CRD 108985
Filing source
Form ADV 2125478 · Aug 25, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.