CALIFORNIA BENEFITS AND RETIREMENT GROUP, LLC

Overview

California Benefits And Retirement Group, LLC is a small, owner-operated advisory firm that focuses on financial planning and portfolio management for individuals and small businesses. The firm leans toward equity-focused portfolios: its reported asset mix is concentrated in exchange-traded equities and it lists equities as its preference. Compensation is flexible — the firm uses a mix of percentage-of-AUM, hourly, fixed fees and performance-based fees — which suggests it serves a mix of ongoing advisory relationships and project-based planning engagements. The adviser is not an active ESG investor, is not a multi-state adviser, and is classified as an unclassified, individual-owned LLC rather than a multi-adviser or capital allocator. Custody and trading are handled through Interactive Brokers, which points to a low-cost, execution-oriented custody model that supports direct access to liquid markets and ETF trading. Given the small client base and concentrated asset footprint, the firm appears to operate as a boutique, relationship-driven practice rather than a scale asset manager.

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Public Holdings

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Location & Offices