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Owner / Director of Investment Management · Capital Advantage, Inc.

Colin F. Taylor

CRD 5196686 · Named on Form ADV at one SEC-registered adviser

At a glance

Capital Advantage, Inc., an SEC-registered wealth manager based in Walnut Creek, CA with $1.3 billion in regulatory assets, lists Colin F. Taylor on its Form ADV as Owner / Director of Investment Management.

Firms and roles

  • Capital Advantage, Inc.Owner / Director of Investment ManagementWealth manager · Walnut Creek, CA · $1.3B in regulatory assets

AtlasMembers

Colin’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Colin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.