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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CALIFORNIA CAPITAL MANAGEMENT

CONSOLIDATED CAPITAL MANAGEMENT, LLC, CRD 130734

BURBANK, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:26360df4-6b0c-e12a-b603-111c2495b5dd

Data as of Jul 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 3
On other graphs: 0
Observed: May 17, 2012 to Jul 7, 2026
38 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $358MItem 5.F on the latest filing (2026-07-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $358M
Private client RAUM: $352MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $71.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 867
Individual clients: 235
High net worth clients: 112
Custody, client assets: $96.8M
SEC number: 801-76714
CIK: 1666613
CRD: 130734
Filings on the tape: 38
First filed: May 17, 2012
Latest filed: Jul 7, 2026
Organised: Limited Liability Company, CA
Website: calcapmgt.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BRADLEY JAY SALO	Certified Financial Planner	BURBANK, CA	22	28	2	yes
GREGORY JOHN ZEDLAR	Chartered Financial Consultant	NORTH HOLLYWOOD, CA	22	22	1	no
EMILY ELIZABETH LOGAN	Certified Financial Planner	BURBANK, CA	11	20	1	yes
Alexis Cole	Certified Financial Planner	Black Mountain, NC	1	21	3	no
Tara Helen Koda	n/a	BURBANK, CA	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HEMMANN, SCOTT, G	CHIEF COMPLIANCE OFFICER	Na	yes	05/2012	May 17, 2012	Mar 14, 2024
SALO, BRADLEY, JAY	CHIEF INVESTMENT OFFICER & MANAGING MEMBER	C	yes	03/2004	May 17, 2012	Mar 14, 2024
TEXAS CONSOLIDATED GROUP, LLC	MANAGING MEMBER	C	yes	11/2020	Nov 10, 2020	Mar 14, 2024
ZEDLAR, GREGORY, JOHN	Owner	E	yes	11/2020	May 17, 2012	Mar 14, 2024
COLE, ALEXIS, IRENE	SECRETARY & MANAGING MEMBER	B	no	02/2021	May 17, 2012	Mar 14, 2024
LOGAN, EMILY, ELIZABETH	MANAGING MEMBER	B	no	02/2021	Feb 10, 2021	Mar 14, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 14 of 15

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 9, 2026	$358M	$358M	12	5	0	n/a	n/a
2024	Feb 27, 2025	$321M	$321M	12	5	0	n/a	n/a
2023	Feb 23, 2024	$300M	$300M	10	4	0	n/a	n/a
2022	Feb 14, 2023	$259M	$259M	10	4	0	n/a	n/a
2021	Mar 7, 2022	$385M	$348M	11	4	0	n/a	n/a
2020	Feb 10, 2021	$300M	$300M	10	4	0	n/a	n/a
2019	Feb 4, 2020	$243M	$243M	10	4	0	n/a	n/a
2018	Mar 1, 2019	$253M	$253M	8	4	0	n/a	n/a
2017	Mar 12, 2018	$245M	$222M	9	4	0	n/a	n/a
2016	Jan 24, 2017	$163M	$142M	8	4	n/a	n/a	n/a
2015	Mar 3, 2016	$147M	$124M	9	4	n/a	n/a	n/a
2014	Jan 30, 2015	$160M	$130M	4	4	n/a	n/a	n/a
2013	Mar 31, 2014	$164M	$123M	8	3	n/a	n/a	n/a
2012	Mar 11, 2013	$152M	$121M	3	3	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	20.0%	0	1	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$358M	$321M	11.7%	$259M	11.4%	12	12	0	0

Relationships

Registered with (6)

← Tara Helen KodaAdvisorregistration: current employment
Apr 28, 2026 to presentfactForm ADV
← Alexis ColeAdvisorregistration: current employment
Jan 21, 2025 to presentfactForm ADV
← EMILY ELIZABETH LOGANAdvisorregistration: current employment
Oct 28, 2014 to presentfactForm ADV
← BRADLEY JAY SALOAdvisorregistration: current employment
Jun 8, 2004 to presentfactForm ADV
← GREGORY JOHN ZEDLARAdvisorregistration: current employment
Jun 8, 2004 to presentfactForm ADV
← Amir TavakolAdvisorregistration: previous registration
Jan 6, 2025 to Aug 25, 2026factForm ADV

Controls (4)

← SALO, BRADLEY, JAYOwnerCHIEF INVESTMENT OFFICER & MANAGING MEMBER, ownership code C, individual
May 17, 2012 to Mar 14, 2024factForm ADV
← ZEDLAR, GREGORY, JOHNOwnerOWNER, ownership code E, individual
May 17, 2012 to Mar 14, 2024factForm ADV
← HEMMANN, SCOTT, GOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
May 17, 2012 to Mar 14, 2024factForm ADV
← TEXAS CONSOLIDATED GROUP, LLCOwnerMANAGING MEMBER, ownership code C, domestic entity
Nov 10, 2020 to Mar 14, 2024factForm ADV

Owns (2)

← COLE, ALEXIS, IRENEOwnerSECRETARY & MANAGING MEMBER, ownership code B, individual
May 17, 2012 to Mar 14, 2024factForm ADV
← LOGAN, EMILY, ELIZABETHOwnerMANAGING MEMBER, ownership code B, individual
Feb 10, 2021 to Mar 14, 2024factForm ADV

Dated events

Occurred
Aug 25, 2026
Advisor changed firm
Amir Tavakol left California Capital Management for Morton Wealth (registered 2026-08-28)
Form ADVobserved 3 days ago
Occurred
Feb 14, 2023
Regulatory AUM changed
California Capital Management reported RAUM $259.5M, down 33% from $385.2M (2022-10-03 to 2023-02-14)
Form ADVobserved 3 days ago
$-126M
Occurred
Jan 13, 2020
Succession filed (Item 4)
California Capital Management reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:26360df4-6b0c-e12a-b603-111c2495b5dd
First observed: May 17, 2012
Last observed: Jul 7, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CALIFORNIA CAPITAL MANAGEMENT

CONSOLIDATED CAPITAL MANAGEMENT, LLC, CRD 130734

BURBANK, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:26360df4-6b0c-e12a-b603-111c2495b5dd

Data as of Jul 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:57 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRADLEY JAY SALO

Certified Financial Planner

BURBANK, CA

yes

GREGORY JOHN ZEDLAR

Chartered Financial Consultant

NORTH HOLLYWOOD, CA

EMILY ELIZABETH LOGAN

Certified Financial Planner

BURBANK, CA

yes

Alexis Cole

Certified Financial Planner

Black Mountain, NC

Tara Helen Koda

n/a

BURBANK, CA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HEMMANN, SCOTT, G

CHIEF COMPLIANCE OFFICER

yes

05/2012

May 17, 2012

Mar 14, 2024

SALO, BRADLEY, JAY

CHIEF INVESTMENT OFFICER & MANAGING MEMBER

yes

03/2004

May 17, 2012

Mar 14, 2024

TEXAS CONSOLIDATED GROUP, LLC

MANAGING MEMBER

yes

11/2020

Nov 10, 2020

Mar 14, 2024

ZEDLAR, GREGORY, JOHN

Owner

yes

11/2020

May 17, 2012

Mar 14, 2024

COLE, ALEXIS, IRENE

SECRETARY & MANAGING MEMBER

02/2021

May 17, 2012

Mar 14, 2024

LOGAN, EMILY, ELIZABETH

MANAGING MEMBER

02/2021

Feb 10, 2021

Mar 14, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 9, 2026

$358M

n/a

2024

Feb 27, 2025

$321M

n/a

2023

Feb 23, 2024

$300M

n/a

2022

Feb 14, 2023

$259M

n/a

2021

Mar 7, 2022

$385M

$348M

n/a

2020

Feb 10, 2021

$300M

n/a

2019

Feb 4, 2020

$243M

n/a

2018

Mar 1, 2019

$253M

n/a

2017

Mar 12, 2018

$245M

$222M

n/a

2016

Jan 24, 2017

$163M

$142M

n/a

2015

Mar 3, 2016

$147M

$124M

n/a

2014

Jan 30, 2015

$160M

$130M

n/a

2013

Mar 31, 2014

$164M

$123M

n/a

2012

Mar 11, 2013

$152M

$121M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

20.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$358M

$321M

11.7%

$259M

11.4%