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Capital Advantage, Inc.
Capital Advantage, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 108985, SEC file 801-55896), with its main...
Overview
Capital Advantage, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 108985, SEC file 801-55896), with its main office in Walnut Creek, California. Its Form ADV filed on 25 August 2026 reports $1.3B in regulatory assets under management across 2,271 accounts.
General information
Firm type
SEC-Registered Investment Adviser
AUM
$1.3B regulatory AUM (Form ADV, August 2026)
Location
Region
North America
Country
United States
City
Walnut Creek
Corporate office
Walnut Creek, CA, United States
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