Consolidated Capital Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and insurance.
Consolidated Capital Management reports 352 clients. They include 235 individual clients, 112 high-net-worth individuals, and 5 pension and profit-sharing plans. Of its assets, 100.0% ($358M across 867 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $358M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 67% | 28% |
| High-net-worth individuals | 32% | 70% |
| Pension and profit-sharing plans | 1% | 2% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 235 | $102M | 28.3% | $432K |
| High-net-worth individuals | 112 | $250M | 69.8% | $2.23M |
| Pension and profit-sharing plans | 5 | $6.55M | 1.8% | $1.31M |
| Corporations and other businesses | Fewer than 5 | $3.81K | 0.0% | — |
| Total | 352 | $358M | 100% | — |
- Clients
- 235
- Regulatory AUM
- $102M
- AUM share
- 28.3%
- Avg. per client
- $432K
- Clients
- 112
- Regulatory AUM
- $250M
- AUM share
- 69.8%
- Avg. per client
- $2.23M
- Clients
- 5
- Regulatory AUM
- $6.55M
- AUM share
- 1.8%
- Avg. per client
- $1.31M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.81K
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 352
- Regulatory AUM
- $358M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Consolidated Capital Management charges 2.00%–2.95% a year for its Wrap Comprehensive Portfolio Management. The fee is billed in advance and is negotiable.
Fee details and sources
Bradley Salo owns 25% to 50% of Consolidated Capital Management. The leadership team of Consolidated Capital Management includes Chief Investment Officer Bradley Salo and Chief Compliance Officer Khrysten Baltazar. It has 12 employees, 5 of them in advisory roles.
Leadership
- Khrysten BaltazarChief Compliance Officer & Member
- Alexis ColeSecretary & Managing Member
- Emily LoganManaging Member
- Bradley SaloChief Investment Officer & Managing Member
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
- Alexis Cole
- Tara Helen Koda
- Emily Elizabeth Logan
- Bradley Jay Salo
- Gregory John Zedlar
Staff
- 12 employees
- 5 in advisory functions
- 5 state-registered reps
- 2 broker-dealer reps
- 1 insurance agent
- Owns 25% to 50% of Consolidated Capital Management, LLC
Bradley Salo
Control person · since March 2004
- Owns 25% to 50% of Consolidated Capital Management, LLC
Texas Consolidated Group, LLC
Control person · since November 2020
- Owns 75% or more of Texas Consolidated Group, LLC
Gregory Zedlar
Control person · since November 2020
- Owns 5% to 10% of Consolidated Capital Management, LLC
Alexis Cole
Control person · since February 2021
- Owns 5% to 10% of Consolidated Capital Management, LLC
Emily Logan
since February 2021
- Owns 5% to 10% of Consolidated Capital Management, LLC
Equity Impact, LLC
since January 2026
Consolidated Capital Management’s regulatory assets grew from $300M (February 2021) to $358M (July 2026); clients fell from 438 to 352 and employees rose from 10 to 12.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $358M | 352 | 12 | 1 |
| June 2025 | $321M | 360 | 12 | 1 |
| March 2024 | $300M | 382 | 10 | 1 |
| May 2023 | $259M | 447 | 10 | 1 |
| June 2022 | $385M | 481 | 11 | 1 |
| February 2021 | $300M | 438 | 10 | 1 |
Besides its headquarters, Consolidated Capital Management has 0 offices, with 1 listed address in California.
California · 1 listed address
- 2520 West Olive Avenue, Suite 300, BurbankHQ
Contact and registration details
- Legal name
- Consolidated Capital Management, LLC
- Headquarters
- 2520 West Olive Avenue, Suite 300, Burbank, CA 91505
- Website
- calcapmgt.com
- Phone
- 818-766-0660
- SEC file
- 801-76714
- Founded
- 2004
- Structure
- California LLC
- Fiscal year end
- December
Consolidated Capital Management uses Charles Schwab ($358M) as custodian for its separately managed accounts. Consolidated Capital Management has custody of $96.8M in client assets for 123 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $358M100%
At year end, Consolidated Capital Management’s separately managed accounts were mostly in stocks (78%) and funds (18%). Its reported 13F holdings for the quarter ended 30 June 2026 total $375M across 72 positions; the largest are Intel Corp. (10.5%), Apple Inc. (4.4%) and First TR Exchange-traded FD (4.4%).
What the accounts hold
- Stocks78%
- Funds18%
- Cash4%
Reported 13F holdings
- $375M
- Reported 13F value
- 72
- Positions
- 45.9%
- In the 10 largest
- +21.0%
- Value vs. prior quarter
- Intel Corp.10.5%
- Apple Inc.4.4%
- First TR Exchange-traded FD · Core Investment4.4%
- Alphabet Inc. · Cap Stk CL A4.0%
- Amazon Com Inc.4.0%
- Lam Research Corp.3.8%
- Caterpillar Inc.3.8%
- Nvidia Corporation3.8%
- iShares TR · Russell 2000 ETF3.7%
- Corning Inc.3.5%
Together, the ten largest are 45.9% of reported value.
How many clients does Consolidated Capital Management have?
Consolidated Capital Management has 352 clients and manages $358 million for them, as of July 2026. They include 235 individual clients, 112 high-net-worth individuals, and 5 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 7 July 2026
What services does Consolidated Capital Management offer?
Consolidated Capital Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Consolidated Capital Management charge?
Consolidated Capital Management charges 2.00%–2.95% a year for its Wrap Comprehensive Portfolio Management. The fee is billed in advance and is negotiable.
Source: FORM ADV PART 2A - APPENDIX 1: WRAP FEE PROGRAM BROCHURE, filed 7 July 2026
Which custodians does Consolidated Capital Management use?
Consolidated Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $358M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 7 July 2026
How many financial advisors does Consolidated Capital Management have?
Consolidated Capital Management has 5 investment adviser representatives registered with state securities authorities, out of 12 employees, and 5 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Consolidated Capital Management invest in?
At the end of its last fiscal year, Consolidated Capital Management’s separately managed accounts held 78% exchange-traded equities, 18% registered funds (mutual funds, ETFs, BDCs) and 4% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Consolidated Capital Management?
Consolidated Capital Management is owned through a holding company by Gregory Zedlar. Its direct owners are Bradley Salo, Alexis Cole, Texas Consolidated Group, LLC, Emily Logan and Equity Impact, LLC, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 7 July 2026
How does Consolidated Capital Management get paid?
Consolidated Capital Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Consolidated Capital Management?
Consolidated Capital Management’s main office is at 2520 West Olive Avenue, Suite 300, Burbank, CA 91505. Its phone number is 818-766-0660. Its website is calcapmgt.com.