DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
California Capital Management
Legal name Consolidated Capital Management, LLC
Latest filing Jul 7, 2026
First filing on the tape May 17, 2012 · 38 filings
SEC status approved since Jun 8, 2012
RAUM
$358M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
98%
$352M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$71.7M
derived; firm RAUM over IAPD count
Employees
12
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
38 filings and snapshots on the tape
RAUM$358M as of Jul 7, 2026
Mar 11, 2013$152M then
HNW client RAUM$250M as of Jul 7, 2026
Mar 12, 2018$142M then
State-registered IARs (5.B.3)5 as of Jul 7, 2026
Mar 11, 20132 then
Employees (5.A)12 as of Jul 7, 2026
Mar 11, 20133 then
Private funds: no history
RAUM +12% over the last fiscal year+11% a year over threeIARs 5 to 5
Practice profile
derived from the filing of Jul 7, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $71.7MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 69derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.2MderivedHNW RAUM over HNW clients
- Average account
- $413,347derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 1.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.4derivedItem 5.A over advisors
- Advisors per office
- 5.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +12%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -1.4%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consultingreportedItem 5.G
- Wrap fee program
- $358MreportedItem 5.I
- Custody
- $96.8M, 123 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$250M70%
- Individuals$102M28%
- Pension and profit-sharing plans$6.6M1.8%
- Corporations and businesses$3,8100.0%
- Individual clients
- 235reported
- HNW clients
- 112reported
- Pension plan clients
- 5reported
- Charitable clients
- n/areported
- Accounts
- 867reported
- Financial planning clients
- 0reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- $96.8M for 123 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=2.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Bradley Jay SaloCertified Financial Planner | Burbank, Ca | Jun 8, 2004 | 28 y | 2 |
| Gregory John ZedlarChartered Financial Consultant | North Hollywood, Ca | Jun 8, 2004 | 22 y | 1 |
| Emily Elizabeth LoganCertified Financial Planner | Burbank, Ca | Oct 28, 2014 | 20 y | 1 |
| Alexis ColeCertified Financial Planner | Black Mountain, Nc | Jan 21, 2025 | 21 y | 3 |
| Tara Helen Koda | Burbank, Ca | Apr 28, 2026 | 10 y | 0 |
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months1 left in 90 days0 joined in 90 daysdeparture rate 20% of current headcount1 left over 36 months
Left, latest
- Amir Tavakol to Morton WealthAug 25, 2026 · RIA to RIA
Joined, latest
- Alexis Cole from LPL Financial LLCJan 21, 2025 · Other
- Emily Elizabeth Logan from LPL Financial LLCOct 28, 2014 · Other
- Gregory John Zedlar from LPL Financial LLCJun 8, 2004 · Other
- Bradley Jay Salo from LPL Financial LLCJun 8, 2004 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- G Scott Hemmann · Chief Compliance Officercontrolsince 05/2012 · owns less than 5%
- Jay Bradley Salo · Chief Investment Officer & Managing Membercontrolsince 03/2004 · owns 25% to 50%
- John Gregory Zedlar · Ownercontrolsince 11/2020 · owns 75% or more of Texas Consolidated Group, LLC
- Irene Alexis Cole · Secretary & Managing Membersince 02/2021 · owns 10% to 25%
- Elizabeth Emily Logan · Managing Membersince 02/2021 · owns 10% to 25%
Entity owners
- Texas Consolidated Group, LLC · Managing Memberdirect · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Burbank, Ca · principal | 3 | 1 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 884 to 867Aug 26, 2025 to Feb 26, 2026
- HNW clients · 116 to 112Aug 26, 2025 to Feb 26, 2026
- Individual clients · 236 to 235Aug 26, 2025 to Feb 26, 2026
- Pension plan clients · 8 to 5Aug 26, 2025 to Feb 26, 2026
- Assets in custody · $225M to $96.8MAug 26, 2025 to Feb 26, 2026
- Discretionary RAUM · $321M to $358MAug 26, 2025 to Feb 26, 2026
- HNW RAUM · $226M to $250MAug 26, 2025 to Feb 26, 2026
- Individual RAUM · $85.1M to $102MAug 26, 2025 to Feb 26, 2026
- Pension RAUM · $9.8M to $6.6MAug 26, 2025 to Feb 26, 2026
- RAUM · $321M to $358MAug 26, 2025 to Feb 26, 2026
- Financial planning clients · 0 to 0Jun 24, 2025 to Aug 26, 2025
- Accounts · 978 to 884Mar 14, 2024 to Feb 27, 2025
- Advisory employees · 4 to 5Mar 14, 2024 to Feb 27, 2025
- HNW clients · 121 to 116Mar 14, 2024 to Feb 27, 2025
- Individual clients · 253 to 236Mar 14, 2024 to Feb 27, 2025
- Assets in custody · $89.8M to $225MMar 14, 2024 to Feb 27, 2025
- Employees · 10 to 12Mar 14, 2024 to Feb 27, 2025
- State-registered IARs · 4 to 5Mar 14, 2024 to Feb 27, 2025
- Discretionary RAUM · $300M to $321MMar 14, 2024 to Feb 27, 2025
- HNW RAUM · $214M to $226MMar 14, 2024 to Feb 27, 2025
- Individual RAUM · $75.8M to $85.1MMar 14, 2024 to Feb 27, 2025
- Pension RAUM · $10.6M to $9.8MMar 14, 2024 to Feb 27, 2025
- RAUM · $300M to $321MMar 14, 2024 to Feb 27, 2025
- Accounts · 1,136 to 978Oct 12, 2023 to Feb 23, 2024
- HNW clients · 116 to 121Oct 12, 2023 to Feb 23, 2024
- Individual clients · 331 to 253Oct 12, 2023 to Feb 23, 2024
- Pension plan clients · unset to 8.0Oct 12, 2023 to Feb 23, 2024
- Assets in custody · $187M to $89.8MOct 12, 2023 to Feb 23, 2024
- Discretionary RAUM · $259M to $300MOct 12, 2023 to Feb 23, 2024
- HNW RAUM · $169M to $214MOct 12, 2023 to Feb 23, 2024
- Individual RAUM · $77.8M to $75.8MOct 12, 2023 to Feb 23, 2024
- Non-discretionary RAUM · $278,758 to $0Oct 12, 2023 to Feb 23, 2024
- Pension RAUM · $10.9M to $10.6MOct 12, 2023 to Feb 23, 2024
- RAUM · $259M to $300MOct 12, 2023 to Feb 23, 2024
- HQ city · SHERMAN OAKS to BURBANKApr 13, 2023 to May 1, 2023
- Accounts · 1,400 to 1,136Oct 3, 2022 to Feb 14, 2023
- HNW clients · 154 to 116Oct 3, 2022 to Feb 14, 2023
- Individual clients · 316 to 331Oct 3, 2022 to Feb 14, 2023
- Pension plan clients · 11.0 to unsetOct 3, 2022 to Feb 14, 2023
- Assets in custody · $255M to $187MOct 3, 2022 to Feb 14, 2023
Signals
3 dated events
- Amir Tavakol left California Capital Management for Morton Wealth (registered 2026-08-28)Aug 25, 2026 · Advisor changed firm · fact
- California Capital Management reported RAUM $259.5M, down 33% from $385.2M (2022-10-03 to 2023-02-14)Feb 14, 2023 · RAUM change · derived
- California Capital Management reported succeeding to the business of Another Adviser (Form ADV Item 4)Jan 13, 2020 · Succession (Item 4) · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- service@calcapmgt.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- abishop@calcapmgt.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- atavakol@calcapmgt.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- ehua@calcapmgt.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- gzeldar@calcapmgt.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- kbaltazar@calcapmgt.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- kbaltazr@calcapmgt.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- mgonzalez@calcapmgt.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- cweil@calcapmgt.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 818-766-0660reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 818-766-0770reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- CALCAPMGT.COMreportedpublic record, Form ADV, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $71.7Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026