Capital Advantage, INC.
Walnut Creek, CA·SEC-registered · CRD #108985
Capital Advantage, INC. is an SEC-registered investment advisory firm in Walnut Creek, CA managing $1.3B across 2.3k client accounts, with 9 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.3B
Client accounts
2.3k
Advisory staff
9
Fee model
Fee-only
How Capital Advantage, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Capital Advantage, INC.
How much does Capital Advantage, INC. manage?
Per its most recent SEC Form ADV filing (03/31/2026), Capital Advantage, INC. reports $1.3B in regulatory assets under management across roughly 2.3k client accounts.
How does Capital Advantage, INC. charge?
Capital Advantage, INC. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Capital Advantage, INC. a fiduciary?
Yes. Capital Advantage, INC. is registered with the U.S. Securities and Exchange Commission (CRD #108985), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Capital Advantage, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Capital Advantage, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Walnut Creek, CA
Profile compiled from Capital Advantage, INC.'s public SEC Form ADV filing (CRD #108985, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Capital Advantage, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Capital Advantage, INC.? Claim this profile.