CAPITAL ADVANTAGE, INC.
SEC Form ADV profile.
Total regulatory AUM
$1,276,570,885
Discretionary
$1,276,570,885
Non-discretionary
$0
Firm details
- CRD number
- 108985
- SEC file number
- 801-55896
- Main office
- WALNUT CREEK, CA, United States
- Employees
- 16
- SEC status
- Approved
- Website
- HTTPS://TWITTER.COM/CAPADVANTAGE
- Fee structure
-
Percentage of AUM
As of October 2026.