Capital Advantage

Trust Score 96%
Trust Score info_outline

Last updated: August 21st, 2019. Data source: SEC filings.


Capital Advantage, federally registered in 1998, is a Registered Investment Advisor (RIA) in 9 state(s) with a licensed staff of 9 advisors. Capital Advantage manages $705.9 million and provides investment advisory services for 582 clients (1:65 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $1,212,916
Hybrid Advisor No
Disciplinary History No
Total AUM $705.9 million
Advisor / Client Ratio 1:65
Headquarters Ste A Lafayette, CA
SEC Filings Forms and Brochures    (CRD # 108985)
State(s) Registered AZ, CA, HI, ID, LA, NY, TX, UT, WA

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