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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between December 19, 2025 and August 25, 2026, reported AUM increased 14.8%, from $1.1B to $1.3B.
Across 5 reported observations, AUM increased 30.1% between November 8, 2022 and August 25, 2026, from $981.1M to $1.3B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 8 advisory representatives and 667 clients, or 83.4 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 1 reported office location and 28 years in operation. The source data was last updated on August 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Capital Advantage, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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%
Showing 2 of 3 owners & executives
Unlock allContacts
Ian Michael Burkhard
Financial Advisor, General Partner
- CRD
- #7523171
IAN ASHLEY CASTILLE
Financial Advisor, General Partner
- CRD
- #5091378
Showing 2 of 8 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
SMA allocation detail is available
Capital Advantage, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q3 2026
Review the latest reported holdings
Capital Advantage, Inc.'s 13F holdings detail is available for Q3 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.