# Capital Advantage, Inc.

Capital Advantage, Inc. is a SEC-Registered Investment Adviser based in Walnut Creek, United States.

## Overview

- **Organization type:** SEC-Registered Investment Adviser
- **Headquarters:** Walnut Creek, United States
- **Region:** North America
- **Address:** Walnut Creek, CA, United States
- **Assets under management:** $1.3B regulatory AUM (Form ADV, August 2026)
- **Website:** capitaladvantage.com

## Regulatory record

- **CRD number:** 108985
- **SEC file number:** 801-55896
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-08-25
- **Reports private funds:** No

## About

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.

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Updated: 2026-10-14T19:21:12.885Z

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