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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-08-2004
- Office Locations
- 3
Office Locations
About California Capital Management
California Capital Management (Burbank, CA) provides financial planning and discretionary portfolio management for retail and institutional clients, with an asset-allocation approach implemented primarily with ETFs and mutual funds. The firm supports entrepreneurs with tax, estate, insurance, and business-succession planning, and typically custodies assets at providers such as Schwab and Fidelity while leveraging platforms like Tamarac and eMoney.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRADLEY JAY SALO
Chief Investment Officer, Managing Member, Senior Partner
- CRD
- #1674662
- Ownership
- 25% but less than 50%
Alexis Cole
Managing Member, Partner, Secretary
- CRD
- #4794870
- Ownership
- 5% but less than 10%
Showing 2 of 4 owners & executives
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Tara Helen Koda
--
- CRD
- #7782324
Amir Tavakol
--
- CRD
- #6911038
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $358,371,683 | $413,347 |
| Non-Discretionary | $0 | -- |
| Total | $358,371,683 | $413,347 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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