Capital Advantage, Inc.

Overview

Capital Advantage, Inc. is an independent registered investment adviser organized as a corporation and first registered with the SEC in 1998. The firm operates as a capital allocator, serving both individual and family clients as well as institutional accounts. Its advisory model centers on fee-based management charged as a percentage of assets under management and includes financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers and managers. The firm identifies as an active ESG investor and positions itself to use external managers where appropriate rather than relying solely on in‑house strategies. It is not structured as a multi‑state adviser and does not report affiliated advisers.

Assets & Accounts

Public Holdings

Investments & Alternatives