California Capital Management

Investment Advisor
in Sherman Oaks, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Alexis Cole is a certified financial planner working in Sherman Oaks, California with 9 years of industry experience. Cole is currently employed by California Capital Management. Throughout their career, they have worked at Summit Journey Coaching, Ameriprise Financial Services, Inc, Lpl Financial LLC, Purshe Kaplan Sterling Investments and California Capital Management. Cole holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in California. California Capital Management is an advisory company based out of Sherman Oaks, CA. It handles $260 million in assets under management across its 1,136 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 1,136 customer accounts, 26% belong to high-net-worth individuals who have greater than $1 million in investable assets. The business has a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors usually vary depending on the type of financial services provided. Fees charged by California Capital Management most likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations


Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

15233 Ventura Blvd Suite 500
Sherman Oaks, CA 91403

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

California Capital Management Brokerage Details

Total Assets Under Management


CA Average: $7,578,581,321
Total Number of Employees


CA Average: 43
Total Number of Accounts


CA Average: 3,727
Average Account Size


CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Alexis Cole Work History

Alexis has been registered as a financial advisor for 9 years.*

2013 - Present (11 years)

California Capital Management

2016 - 2018 (2 years)

Purshe Kaplan Sterling Investments

2013 - 2013 (< 1 year)

Ameriprise Financial Services, Inc

2013 - 2014 (1 year)

Lpl Financial LLC

2011 - 2013 (2 years)

Summit Journey Coaching

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Alexis Cole to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at California Capital Management

Alexis Cole
Sherman Oaks, CA
Emily Logan
Sherman Oaks, CA
Gregory Zedlar
North Hollywood, CA
Bradley Salo
Sherman Oaks, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started