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| Consolidated Capital Management LLC
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|---|---|
| CRD # | 130734 |
| SEC # | 801-76714 |
| CIK # | 0001666613 |
| AUM | 358.4 M (2026-05-27) |
| Employees | 12 (42% Investors, 17% Brokers) |
| Phone | 818-766-0660 |
| Address | 2520 West Olive Avenue Burbank, CA 91505 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 14.6 | ||
| Amazon Com Inc | 12.9 | ||
| SPDR Gold Trust | 12.7 | ||
| Intel Corp | 12.7 | ||
| Nvidia Corp | 12.3 | ||
| Alphabet Inc | 12.0 | ||
| Costco Wholesale Corp /NEW | 10.5 | ||
| Lockheed Martin Corp | 10.4 | ||
| Microsoft Corp | 9.5 | ||
| Caterpillar Inc | 9.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 235 | 101.6 |
| (b) Individuals (high net worth individuals) | 112 | 250.2 |
| (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 | 5 | 6.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 867 | 358.4 |
| By Discretionary | ||
| Discretionary | 867 | 358.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 867 | 358.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 358.4 | |
| Total | 867 | 358.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001666613] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Clearwave Capital LLC
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Aurora Investment Managers LLC
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Cloverfields Capital Group LP
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US Asset Management LLC
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Prufid Financial Advisors LLC
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358.0 M | |
|
Access Wealth Management LLC
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|
Conservative Wealth Management LLC
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|
357.5 M | |
|
Lifespan Financial Strategies Inc
✚
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