California Capital Management

Overview

California Capital Management is an independent registered investment adviser that provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm is SEC registered (initial registration in 2012) and serves both individual/family and institutional clients. Its fee model is a mix of percentage-of-AUM billing along with hourly and fixed-fee arrangements, reflecting a willingness to tailor pricing to client needs rather than relying solely on asset-based fees. The firm operates as a limited liability company and is owned as a domestic entity and individual. Investment activity shows a clear tilt toward publicly traded equities, but the firm also incorporates third-party alternative strategies and non-equity instruments into client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices