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- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- North horizonAlpha delta
- Established Date
- 09-23-1998
- Office Locations
- 1
Office Locations
About Capital Advantage, Inc.
Capital Advantage, Inc. is an independent, 100% fee-only fiduciary wealth management firm in Walnut Creek, CA providing custom portfolio management and tailored financial planning. The team works with pre-retirees and retirees, offers dedicated guidance for women’s wealth transitions, and has decades of experience designing plans and investment strategies for Kaiser employees and TPMG physicians.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
COLIN FRANCIS TAYLOR
Investment Advisor Representative, Owner
- CRD
- #5196686
- Ownership
- 10% but less than 25%
DAWNALIZABETH HENKE
Chief Compliance Officer, CHIEF OPERATING OFFICER, Investment Advisor Representative, Owner
- CRD
- #5012266
- Ownership
- 5% but less than 10%
Meridian fusion
Focus element
- CRD
- #30074
- Ownership
- 5.8%
Showing 2 of 5 owners & executives
Unlock allContacts
Ian Michael Burkhard
Financial Advisor, General Partner
- CRD
- #7523171
Selma Benrekia Hackett
Investment Advisor Representative
- CRD
- #7853480
Wave insight
Momentum horizon
- CRD
- #78951
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,276,570,885 | $562,118 |
| Non-Discretionary | $0 | -- |
| Total | $1,276,570,885 | $562,118 |
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Separately Managed Accounts
Total SMA Asset: $1,276,570,885
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,361,340,481 | 15.3% |
| Equity - Exchange | $1,201,182,777 | 13.5% |
| Corporate - Investment Grade | $1,539,293,485 | 17.3% |
| Cash | $1,672,758,238 | 18.8% |
| Municipal Bonds | $925,355,621 | 10.4% |
| U.S. Government/Agency | $2,197,719,601 | 24.7% |
| Total | $8,897,650,203 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA UNISON | SIGNAL CAPITAL | ANKRIM1WX | LIAJG | 10.76% | $50,165,039 |
| ALPHA CREST | TIMBER FUSION | 3QS4TSS0E | ROYM | 1.20% | $40,229,442 |
| PEAK PEAK | PATHWAY PIONEER | SWZM9MJ45 | SJB | 10.43% | $10,232,731 |
| PEAK EAGLE QUANTUM | BRIDGE CATALYST | 2BP4COX51 | ADPNO | 3.72% | $83,717,307 |
| BRIDGE OAK FUSION | ALPHA BEACON | 06C5045BI | QNS | 9.33% | $99,707,042 |
| RIDGE EMBER | CAPITAL UNISON | BDYND0UN5 | LFTAW | 7.17% | $98,709,017 |
| RADIAL DELTA PIONEER | VITAL PRIME | 82YKBN5V3 | RQQF | 5.59% | $49,626,411 |
| MATRIX FUSION | OAK BEACON | 6BT7ZJ6OI | IRZ | 6.02% | $54,829,047 |