| Name | Title | Ownership | Since |
|---|---|---|---|
| Castille Family Trust | Owner | 10-25% | 2019 |
| Cb Trust Control | Owner | 50-75% | 2019 |
| Colin Francis Taylor | Owner / Director Of Investment Management | 10-25% | 2014 |
Capital Advantage, Inc. reports $1.1 billion in regulatory assets under management on its Form ADV.
Capital Advantage, Inc. reports 14 employees.
Capital Advantage, Inc. is based in Walnut Creek, CA and has been SEC-registered since 1998.
Capital Advantage, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1855 Olympic Blvd., Ste 300, Walnut Creek, CA 94596 |
| Phone | 925-299-1500 |
| Fax | 925-299-1599 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1628896 |
| Discloses disciplinary history | No |
| Discretionary | $1.11B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.11B |