CAPITAL ADVANTAGE, INC.
CRD #108985 SEC #801-55896 WALNUT CREEK, CA 925-299-1500
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
16
Clients
26
Accounts
2,830
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.1B | $1.1B | $0 | 16 | 0 |
| Nov 2025 | $1.1B | $1.1B | $0 | 16 | 0 |
| Aug 2025 | $1.1B | $1.1B | $0 | 14 | 0 |
| Mar 2025 | $1.1B | $1.1B | $0 | 14 | 0 |
| Mar 2024 | $1B | $1B | $0 | 13 | 0 |
| Dec 2023 | $905.2M | $905.2M | $0 | 14 | 0 |
| Oct 2023 | $905.2M | $905.2M | $0 | 14 | 0 |
| Apr 2023 | $905.2M | $905.2M | $0 | 14 | 0 |
| Mar 2023 | $905.2M | $905.2M | $0 | 14 | 0 |
| Jan 2023 | $981.1M | $981.1M | $0 | 13 | 0 |
| Nov 2022 | $981.1M | $981.1M | $0 | 13 | 0 |
| Jul 2022 | $981.1M | $981.1M | $0 | 13 | 0 |
| Jun 2022 | $981.1M | $981.1M | $0 | 13 | 0 |
| Mar 2022 | $981.1M | $981.1M | $0 | 13 | 0 |
| Aug 2021 | $891.6M | $891.6M | $0 | 14 | 0 |
| Jul 2021 | $891.6M | $891.6M | $0 | 14 | 0 |
| Jul 2021 | $891.6M | $891.6M | $0 | 14 | 0 |
| Jul 2021 | $891.6M | $891.6M | $0 | 12 | 0 |
| Apr 2021 | $891.6M | $891.6M | $0 | 12 | 0 |
| Apr 2021 | $891.6M | $891.6M | $0 | 12 | 0 |
| Dec 2020 | $824.9M | $824.9M | $0 | 12 | 0 |
| Jun 2020 | $683.3M | $683.3M | $0 | 12 | 0 |
| Apr 2020 | $683.3M | $683.3M | $0 | 12 | 0 |
| Mar 2020 | $683.3M | $683.3M | $0 | 12 | 0 |
| Oct 2019 | $705.9M | $705.9M | $0 | 11 | 0 |
| May 2019 | $705.9M | $705.9M | $0 | 11 | 0 |
| May 2019 | $705.9M | $705.9M | $0 | 11 | 0 |
| May 2019 | $705.9M | $705.9M | $0 | 11 | 0 |
| May 2019 | $705.9M | $705.9M | $0 | 11 | 0 |
| Mar 2019 | $705.9M | $705.9M | $0 | 11 | 0 |
| Dec 2018 | $661.3M | $661.3M | $0 | 12 | 0 |
| Nov 2018 | $661.3M | $661.3M | $0 | 12 | 0 |
| Oct 2018 | $661.3M | $661.3M | $0 | 12 | 0 |
| Mar 2018 | $661.3M | $661.3M | $0 | 12 | 0 |
| Aug 2017 | $621.2M | $621.2M | $0 | 10 | 600 |
| Jul 2017 | $621.2M | $621.2M | $0 | 10 | 600 |
| Jun 2017 | $600.1M | $600.1M | $0 | 10 | 600 |
| May 2017 | $600.1M | $600.1M | $0 | 10 | 600 |
| Mar 2017 | $595.1M | $595.1M | $0 | 10 | 600 |
| Jan 2017 | $571.5M | $571.5M | $0 | 10 | 500 |
| Dec 2016 | $560.5M | $560.5M | $0 | 10 | 500 |
| Oct 2016 | $560.5M | $560.5M | $0 | 10 | 500 |
| Apr 2016 | $528.8M | $528.8M | $0 | 10 | 500 |
| Mar 2016 | $528.8M | $528.8M | $0 | 10 | 500 |
| Nov 2015 | $520.9M | $520.9M | $0 | 10 | 500 |
| Aug 2015 | $501.3M | $501.3M | $0 | 10 | 500 |
| Mar 2015 | $501.3M | $501.3M | $0 | 10 | 500 |
| Dec 2014 | $502.1M | $502.1M | $0 | 9 | 500 |
| Sep 2014 | $502.1M | $502.1M | $0 | 9 | 500 |
| Sep 2014 | $502.1M | $502.1M | $0 | 9 | 500 |
| Aug 2014 | $488.4M | $488.4M | $0 | 9 | 500 |
| Mar 2014 | $454.1M | $454.1M | $0 | 9 | 500 |
| Feb 2014 | $454.1M | $454.1M | $0 | 9 | 500 |
| Dec 2013 | $404.5M | $404.5M | $0 | 9 | 450 |
| Dec 2013 | $404.5M | $404.5M | $0 | 9 | 450 |
| Apr 2013 | $404.5M | $404.5M | $0 | 9 | 400 |
| Apr 2013 | $404.5M | $404.5M | $0 | 9 | 400 |
| Apr 2013 | $404.5M | $404.5M | $0 | 9 | 400 |
| Jun 2012 | $355M | $355M | $0 | 6 | 400 |
| Mar 2012 | $355M | $355M | $0 | 6 | 400 |
| Jul 2011 | $334.4M | $334.4M | $0 | 10 | -- |
| Jun 2011 | $334.4M | $334.4M | $0 | 10 | -- |
| May 2011 | $334.4M | $334.4M | $0 | 10 | -- |
| Apr 2011 | $334.4M | $334.4M | $0 | 10 | -- |
| Mar 2011 | $334.4M | $334.4M | $0 | 10 | -- |
| Mar 2011 | $334.4M | $334.4M | $0 | 10 | -- |
| Feb 2011 | $330M | $330M | $0 | 10 | -- |
| Oct 2010 | $316M | $316M | $0 | 10 | -- |
| Mar 2010 | $282.5M | $282.5M | $0 | 10 | -- |
| Mar 2009 | $213.4M | $213.4M | $0 | 10 | -- |
| Mar 2008 | $277.7M | $277.7M | $0 | 10 | -- |
| Feb 2007 | $264.3M | $264.3M | $0 | 10 | -- |
| Nov 2006 | $213.7M | $213.7M | $0 | 10 | -- |
| Mar 2006 | $213.7M | $213.7M | $0 | 10 | -- |
| Mar 2002 | $100.2M | $100.2M | $0 | 5 | -- |
DateDec 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees16
Clients0
DateNov 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees16
Clients0
DateAug 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees14
Clients0
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees14
Clients0
DateMar 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees13
Clients0
DateDec 2023
Total AUM$905.2M
Discretionary$905.2M
Non-Disc.$0
Employees14
Clients0
DateOct 2023
Total AUM$905.2M
Discretionary$905.2M
Non-Disc.$0
Employees14
Clients0
DateApr 2023
Total AUM$905.2M
Discretionary$905.2M
Non-Disc.$0
Employees14
Clients0
DateMar 2023
Total AUM$905.2M
Discretionary$905.2M
Non-Disc.$0
Employees14
Clients0
DateJan 2023
Total AUM$981.1M
Discretionary$981.1M
Non-Disc.$0
Employees13
Clients0
DateNov 2022
Total AUM$981.1M
Discretionary$981.1M
Non-Disc.$0
Employees13
Clients0
DateJul 2022
Total AUM$981.1M
Discretionary$981.1M
Non-Disc.$0
Employees13
Clients0
DateJun 2022
Total AUM$981.1M
Discretionary$981.1M
Non-Disc.$0
Employees13
Clients0
DateMar 2022
Total AUM$981.1M
Discretionary$981.1M
Non-Disc.$0
Employees13
Clients0
DateAug 2021
Total AUM$891.6M
Discretionary$891.6M
Non-Disc.$0
Employees14
Clients0
DateJul 2021
Total AUM$891.6M
Discretionary$891.6M
Non-Disc.$0
Employees14
Clients0
DateJul 2021
Total AUM$891.6M
Discretionary$891.6M
Non-Disc.$0
Employees14
Clients0
DateJul 2021
Total AUM$891.6M
Discretionary$891.6M
Non-Disc.$0
Employees12
Clients0
DateApr 2021
Total AUM$891.6M
Discretionary$891.6M
Non-Disc.$0
Employees12
Clients0
DateApr 2021
Total AUM$891.6M
Discretionary$891.6M
Non-Disc.$0
Employees12
Clients0
DateDec 2020
Total AUM$824.9M
Discretionary$824.9M
Non-Disc.$0
Employees12
Clients0
DateJun 2020
Total AUM$683.3M
Discretionary$683.3M
Non-Disc.$0
Employees12
Clients0
DateApr 2020
Total AUM$683.3M
Discretionary$683.3M
Non-Disc.$0
Employees12
Clients0
DateMar 2020
Total AUM$683.3M
Discretionary$683.3M
Non-Disc.$0
Employees12
Clients0
DateOct 2019
Total AUM$705.9M
Discretionary$705.9M
Non-Disc.$0
Employees11
Clients0
DateMay 2019
Total AUM$705.9M
Discretionary$705.9M
Non-Disc.$0
Employees11
Clients0
DateMay 2019
Total AUM$705.9M
Discretionary$705.9M
Non-Disc.$0
Employees11
Clients0
DateMay 2019
Total AUM$705.9M
Discretionary$705.9M
Non-Disc.$0
Employees11
Clients0
DateMay 2019
Total AUM$705.9M
Discretionary$705.9M
Non-Disc.$0
Employees11
Clients0
DateMar 2019
Total AUM$705.9M
Discretionary$705.9M
Non-Disc.$0
Employees11
Clients0
DateDec 2018
Total AUM$661.3M
Discretionary$661.3M
Non-Disc.$0
Employees12
Clients0
DateNov 2018
Total AUM$661.3M
Discretionary$661.3M
Non-Disc.$0
Employees12
Clients0
DateOct 2018
Total AUM$661.3M
Discretionary$661.3M
Non-Disc.$0
Employees12
Clients0
DateMar 2018
Total AUM$661.3M
Discretionary$661.3M
Non-Disc.$0
Employees12
Clients0
DateAug 2017
Total AUM$621.2M
Discretionary$621.2M
Non-Disc.$0
Employees10
Clients600
DateJul 2017
Total AUM$621.2M
Discretionary$621.2M
Non-Disc.$0
Employees10
Clients600
DateJun 2017
Total AUM$600.1M
Discretionary$600.1M
Non-Disc.$0
Employees10
Clients600
DateMay 2017
Total AUM$600.1M
Discretionary$600.1M
Non-Disc.$0
Employees10
Clients600
DateMar 2017
Total AUM$595.1M
Discretionary$595.1M
Non-Disc.$0
Employees10
Clients600
DateJan 2017
Total AUM$571.5M
Discretionary$571.5M
Non-Disc.$0
Employees10
Clients500
DateDec 2016
Total AUM$560.5M
Discretionary$560.5M
Non-Disc.$0
Employees10
Clients500
DateOct 2016
Total AUM$560.5M
Discretionary$560.5M
Non-Disc.$0
Employees10
Clients500
DateApr 2016
Total AUM$528.8M
Discretionary$528.8M
Non-Disc.$0
Employees10
Clients500
DateMar 2016
Total AUM$528.8M
Discretionary$528.8M
Non-Disc.$0
Employees10
Clients500
DateNov 2015
Total AUM$520.9M
Discretionary$520.9M
Non-Disc.$0
Employees10
Clients500
DateAug 2015
Total AUM$501.3M
Discretionary$501.3M
Non-Disc.$0
Employees10
Clients500
DateMar 2015
Total AUM$501.3M
Discretionary$501.3M
Non-Disc.$0
Employees10
Clients500
DateDec 2014
Total AUM$502.1M
Discretionary$502.1M
Non-Disc.$0
Employees9
Clients500
DateSep 2014
Total AUM$502.1M
Discretionary$502.1M
Non-Disc.$0
Employees9
Clients500
DateSep 2014
Total AUM$502.1M
Discretionary$502.1M
Non-Disc.$0
Employees9
Clients500
DateAug 2014
Total AUM$488.4M
Discretionary$488.4M
Non-Disc.$0
Employees9
Clients500
DateMar 2014
Total AUM$454.1M
Discretionary$454.1M
Non-Disc.$0
Employees9
Clients500
DateFeb 2014
Total AUM$454.1M
Discretionary$454.1M
Non-Disc.$0
Employees9
Clients500
DateDec 2013
Total AUM$404.5M
Discretionary$404.5M
Non-Disc.$0
Employees9
Clients450
DateDec 2013
Total AUM$404.5M
Discretionary$404.5M
Non-Disc.$0
Employees9
Clients450
DateApr 2013
Total AUM$404.5M
Discretionary$404.5M
Non-Disc.$0
Employees9
Clients400
DateApr 2013
Total AUM$404.5M
Discretionary$404.5M
Non-Disc.$0
Employees9
Clients400
DateApr 2013
Total AUM$404.5M
Discretionary$404.5M
Non-Disc.$0
Employees9
Clients400
DateJun 2012
Total AUM$355M
Discretionary$355M
Non-Disc.$0
Employees6
Clients400
DateMar 2012
Total AUM$355M
Discretionary$355M
Non-Disc.$0
Employees6
Clients400
DateJul 2011
Total AUM$334.4M
Discretionary$334.4M
Non-Disc.$0
Employees10
Clients--
DateJun 2011
Total AUM$334.4M
Discretionary$334.4M
Non-Disc.$0
Employees10
Clients--
DateMay 2011
Total AUM$334.4M
Discretionary$334.4M
Non-Disc.$0
Employees10
Clients--
DateApr 2011
Total AUM$334.4M
Discretionary$334.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$334.4M
Discretionary$334.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$334.4M
Discretionary$334.4M
Non-Disc.$0
Employees10
Clients--
DateFeb 2011
Total AUM$330M
Discretionary$330M
Non-Disc.$0
Employees10
Clients--
DateOct 2010
Total AUM$316M
Discretionary$316M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$282.5M
Discretionary$282.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$213.4M
Discretionary$213.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$277.7M
Discretionary$277.7M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$264.3M
Discretionary$264.3M
Non-Disc.$0
Employees10
Clients--
DateNov 2006
Total AUM$213.7M
Discretionary$213.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$213.7M
Discretionary$213.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$100.2M
Discretionary$100.2M
Non-Disc.$0
Employees5
Clients--