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Owner · California Capital Management

Gregory J. Zedlar

CRD 2004286 · Named on Form ADV at one SEC-registered adviser

At a glance

California Capital Management, an SEC-registered wealth manager based in Burbank, CA with $358 million in regulatory assets, lists Gregory J. Zedlar on its Form ADV as Owner, a control person.

Firms and roles

AtlasMembers

Gregory’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
Locked
Control-person status
1 firmLocked
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

  • Bradley J. SaloChief Investment Officer & Managing Member, California Capital Management
  • Alexis ColeSecretary & Managing Member, California Capital Management
  • Emily E. LoganManaging Member, California Capital Management
  • Khrysten BaltazarChief Compliance Officer & Member, California Capital Management

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