CONSOLIDATED CAPITAL MANAGEMENT, LLC
Legal name: CALIFORNIA CAPITAL MANAGEMENT
CRD #130734 SEC #801-76714 BURBANK, CA 818-766-0660
SEC Registered
Total AUM
$321M
Discretionary
$321M
Employees
12
Clients
0
Accounts
884
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $321M | $321M | $0 | 12 | 0 |
| Jun 2025 | $321M | $321M | $0 | 12 | 0 |
| Feb 2025 | $321M | $321M | $0 | 12 | 0 |
| Mar 2024 | $300.4M | $300.4M | $0 | 10 | 0 |
| Feb 2024 | $300.4M | $300.4M | $0 | 10 | 0 |
| Oct 2023 | $259.5M | $259.2M | $278.8K | 10 | 0 |
| May 2023 | $259.5M | $259.2M | $278.8K | 10 | 0 |
| Apr 2023 | $259.5M | $259.2M | $278.8K | 10 | 0 |
| Feb 2023 | $259.5M | $259.2M | $278.8K | 10 | 0 |
| Oct 2022 | $385.2M | $347.6M | $37.6M | 11 | 0 |
| Jun 2022 | $385.2M | $347.6M | $37.6M | 11 | 0 |
| Mar 2022 | $385.2M | $347.6M | $37.6M | 11 | 0 |
| Oct 2021 | $300M | $299.9M | $182.6K | 10 | 0 |
| Oct 2021 | $300M | $299.9M | $182.6K | 10 | 0 |
| Sep 2021 | $300M | $299.9M | $182.6K | 10 | 0 |
| Feb 2021 | $300M | $299.9M | $182.6K | 10 | 0 |
| Nov 2020 | $242.7M | $242.7M | $0 | 10 | 0 |
| May 2020 | $242.7M | $242.7M | $0 | 10 | 0 |
| Feb 2020 | $242.7M | $242.7M | $0 | 10 | 0 |
| Feb 2020 | $242.7M | $242.7M | $0 | 10 | 0 |
| Jan 2020 | $252.6M | $252.6M | $0 | 8 | 0 |
| Mar 2019 | $252.6M | $252.6M | $0 | 8 | 0 |
| Mar 2018 | $244.6M | $221.6M | $23M | 9 | 0 |
| Jan 2017 | $163.3M | $142.4M | $20.9M | 8 | 227 |
| Jul 2016 | $147M | $124M | $23M | 9 | 230 |
| Mar 2016 | $147M | $124M | $23M | 9 | 230 |
| Sep 2015 | $160M | $130M | $30M | 4 | 230 |
| Jan 2015 | $160M | $130M | $30M | 4 | 230 |
| Nov 2014 | $163.7M | $122.7M | $41M | 8 | 260 |
| Apr 2014 | $163.7M | $122.7M | $41M | 8 | 260 |
| Mar 2014 | $163.7M | $122.7M | $41M | 8 | 260 |
| Apr 2013 | $151.8M | $120.6M | $31.2M | 3 | 500 |
| Mar 2013 | $151.8M | $120.6M | $31.2M | 3 | 500 |
| May 2012 | $102M | $102M | $0 | 1 | 200 |
DateAug 2025
Total AUM$321M
Discretionary$321M
Non-Disc.$0
Employees12
Clients0
DateJun 2025
Total AUM$321M
Discretionary$321M
Non-Disc.$0
Employees12
Clients0
DateFeb 2025
Total AUM$321M
Discretionary$321M
Non-Disc.$0
Employees12
Clients0
DateMar 2024
Total AUM$300.4M
Discretionary$300.4M
Non-Disc.$0
Employees10
Clients0
DateFeb 2024
Total AUM$300.4M
Discretionary$300.4M
Non-Disc.$0
Employees10
Clients0
DateOct 2023
Total AUM$259.5M
Discretionary$259.2M
Non-Disc.$278.8K
Employees10
Clients0
DateMay 2023
Total AUM$259.5M
Discretionary$259.2M
Non-Disc.$278.8K
Employees10
Clients0
DateApr 2023
Total AUM$259.5M
Discretionary$259.2M
Non-Disc.$278.8K
Employees10
Clients0
DateFeb 2023
Total AUM$259.5M
Discretionary$259.2M
Non-Disc.$278.8K
Employees10
Clients0
DateOct 2022
Total AUM$385.2M
Discretionary$347.6M
Non-Disc.$37.6M
Employees11
Clients0
DateJun 2022
Total AUM$385.2M
Discretionary$347.6M
Non-Disc.$37.6M
Employees11
Clients0
DateMar 2022
Total AUM$385.2M
Discretionary$347.6M
Non-Disc.$37.6M
Employees11
Clients0
DateOct 2021
Total AUM$300M
Discretionary$299.9M
Non-Disc.$182.6K
Employees10
Clients0
DateOct 2021
Total AUM$300M
Discretionary$299.9M
Non-Disc.$182.6K
Employees10
Clients0
DateSep 2021
Total AUM$300M
Discretionary$299.9M
Non-Disc.$182.6K
Employees10
Clients0
DateFeb 2021
Total AUM$300M
Discretionary$299.9M
Non-Disc.$182.6K
Employees10
Clients0
DateNov 2020
Total AUM$242.7M
Discretionary$242.7M
Non-Disc.$0
Employees10
Clients0
DateMay 2020
Total AUM$242.7M
Discretionary$242.7M
Non-Disc.$0
Employees10
Clients0
DateFeb 2020
Total AUM$242.7M
Discretionary$242.7M
Non-Disc.$0
Employees10
Clients0
DateFeb 2020
Total AUM$242.7M
Discretionary$242.7M
Non-Disc.$0
Employees10
Clients0
DateJan 2020
Total AUM$252.6M
Discretionary$252.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$252.6M
Discretionary$252.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$244.6M
Discretionary$221.6M
Non-Disc.$23M
Employees9
Clients0
DateJan 2017
Total AUM$163.3M
Discretionary$142.4M
Non-Disc.$20.9M
Employees8
Clients227
DateJul 2016
Total AUM$147M
Discretionary$124M
Non-Disc.$23M
Employees9
Clients230
DateMar 2016
Total AUM$147M
Discretionary$124M
Non-Disc.$23M
Employees9
Clients230
DateSep 2015
Total AUM$160M
Discretionary$130M
Non-Disc.$30M
Employees4
Clients230
DateJan 2015
Total AUM$160M
Discretionary$130M
Non-Disc.$30M
Employees4
Clients230
DateNov 2014
Total AUM$163.7M
Discretionary$122.7M
Non-Disc.$41M
Employees8
Clients260
DateApr 2014
Total AUM$163.7M
Discretionary$122.7M
Non-Disc.$41M
Employees8
Clients260
DateMar 2014
Total AUM$163.7M
Discretionary$122.7M
Non-Disc.$41M
Employees8
Clients260
DateApr 2013
Total AUM$151.8M
Discretionary$120.6M
Non-Disc.$31.2M
Employees3
Clients500
DateMar 2013
Total AUM$151.8M
Discretionary$120.6M
Non-Disc.$31.2M
Employees3
Clients500
DateMay 2012
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees1
Clients200