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| Capital Advantage Inc
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|---|---|
| CRD # | 108985 |
| SEC # | 801-55896 |
| CIK # | 0001628896 |
| AUM | $1.3 B (2026-03-31) |
| Employees | 16 (56% Investors, 0% Brokers) |
| Phone | 925-299-1500 |
| Address | 1855 Olympic Blvd Walnut Creek, CA 94596 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001628896 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 15.1 | ||
| Advanced Micro Devices Inc | 10.8 | ||
| Extreme Networks Inc | 7.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 309 | 199.1 |
| (b) Individuals (high net worth individuals) | 352 | 1,072.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 1.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 3.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,271 | 1,276.6 |
| By Discretionary | ||
| Discretionary | 2,271 | 1,276.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,271 | 1,276.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,276.6 | |
| Total | 2,271 | 1,276.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001628896] |
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|---|---|---|
|
IBEX Wealth Advisors LLC
✚
|
FL | 1.3 |
|
Bigsur Wealth Management LLC
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|
FL | 1.3 |
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North Pier Fiduciary Management LLC
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CA | 1.3 |
|
Pettinga Financial Advisors LLC
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IN | 1.3 |
|
Urban Financial Advisory Corp
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IL | 1.3 |
|
Promethos Capital LLC
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MA | 1.3 |
|
NorthStar Fiduciary Partners LLC
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1.3 | |
|
KEB Asset Management LLC
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|
IL | 1.3 |
|
Financial Council LLC
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|
MD | 1.3 |
|
Palisade Asset Management LLC
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|
MN | 1.3 |