# California Financial Advisors

California Financial Advisors is a Bank / Wealth / Trust based in San Ramon, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Ramon, United States
- **Region:** North America
- **Address:** San Ramon, United States
- **Founded:** 1998
- **Assets under management:** $2B
- **Website:** calfinad.com
- **LinkedIn:** https://www.linkedin.com/company/calfinad

## Regulatory record

- **CRD number:** 110152
- **SEC file number:** 801-55273
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/110152

## About

California Financial Advisors was established in 1998 as a US wealth manager and registered investment advisor. The firm delivers investment advisory services focused on financial planning, portfolio management and investment planning. It maintains no disclosed fund vehicles or co-investment programs. Geographic activity centers on the United States. No team size, additional offices or recent operational events from the last 24 months appear in available records. Adjacent vehicles such as foundations or operating businesses remain undisclosed. The firm functions as a conventional registered investment advisor without a disclosed single-family mandate or hybrid structure.

## Questions

### Who runs investment decisions at California Financial Advisors?

No named principals or CIO appear in public records.

### Does California Financial Advisors participate in fund commitments or only direct deals?

Available information shows only advisory services with no disclosed fund commitments.

### What investment stages does California Financial Advisors typically target?

The firm focuses on advisory services for individuals and organizations rather than stage-specific investments.

## Related profiles

- [Calidant Capital](https://altss.com/profile/calidant-capital)
- [California Innovation Fund](https://altss.com/profile/california-innovation-fund)

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Last updated: 2026-07-08T21:34:21.562Z

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