Capital Advantage, Inc.

EST. AUM
$1,276,570,885

CONTACTS
6

CLIENT ACCOUNTS
2,271

Firm Details

Metro area San Francisco
CRD Number 108985
Website capitaladvantage.com
Client types

Overview

Capital Advantage, Inc. was established in response to a significant gap in the financial industry. After graduating from the University of California at Berkeley in 1981, John Hayman spent three years at a major securities brokerage firm, where he identified a lack of independent thought in investment planning and a commitment to client service within the financial planning community. In 1982, he founded Capital Advantage, Inc., an independent investment firm dedicated to acting as a fiduciary and providing peace of mind to its clients. Today, the firm employs twelve professionals and serves over 600 clients, proudly standing as the largest fee-only independent wealth advisory firm in Lamorinda, a suburb of the San Francisco Bay Area.

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See in Dakota

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See in Dakota

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See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Capital Advantage, Inc.

Platform Details

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