{"url":"https://nivawealth.com/firms/consolidated-capital-management-130734","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/130734","regulatoryAum":358371683,"crd":"130734","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4794870","suffix":null,"lastName":"Cole","firstName":"Alexis","middleName":null},{"crd":"7782324","suffix":null,"lastName":"Koda","firstName":"Tara","middleName":"Helen"},{"crd":"5197746","suffix":null,"lastName":"LOGAN","firstName":"EMILY","middleName":"ELIZABETH"},{"crd":"1674662","suffix":null,"lastName":"SALO","firstName":"BRADLEY","middleName":"JAY"},{"crd":"2004286","suffix":null,"lastName":"ZEDLAR","firstName":"GREGORY","middleName":"JOHN"}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-02-10","regulatoryAum":300042370,"clients":438,"employees":10,"offices":1},{"filedOn":"2022-06-10","regulatoryAum":385190180,"clients":481,"employees":11,"offices":1},{"filedOn":"2023-05-01","regulatoryAum":259475475,"clients":447,"employees":10,"offices":1},{"filedOn":"2024-03-14","regulatoryAum":300352634,"clients":382,"employees":10,"offices":1},{"filedOn":"2025-06-24","regulatoryAum":320956754,"clients":360,"employees":12,"offices":1},{"filedOn":"2026-07-07","regulatoryAum":358371683,"clients":352,"employees":12,"offices":1}],"secFileNumber":"801-76714","legalName":"Consolidated Capital Management, LLC","displayName":"Consolidated Capital Management","slug":"consolidated-capital-management-130734","website":"https://calcapmgt.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"2004","organization":"California limited liability company","fiscalYearEnd":"December","headquarters":{"street":"2520 West Olive Avenue, Suite 300","city":"Burbank","state":"CA","stateName":"California","country":"United States","postalCode":"91505"},"tradeNames":[],"registration":{"secApproved":"8 June 2012","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1013881.3976945245,"staff":{"employees":12,"advisory":5,"brokerDealerReps":2,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":358371683,"discretionary":358371683,"discretionaryAccounts":867,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":358371683,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":235,"regulatoryAum":101587320},{"label":"High-net-worth individuals","clients":112,"regulatoryAum":250229525},{"label":"Pension and profit-sharing plans","clients":5,"regulatoryAum":6551028},{"label":"Corporations and other businesses","clients":null,"fewerThan5":true,"regulatoryAum":3810}],"feePrograms":[{"role":"main","program":"Wrap Comprehensive Portfolio Management","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050990","versionId":1050990,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-07-07","documentName":"FORM ADV PART 2A - APPENDIX 1: WRAP FEE PROGRAM BROCHURE","fee_rate_low":2,"fee_rate_high":2.95,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T08:58:59.025515+00:00","documents":[{"name":"FORM ADV PART 2A - APPENDIX 1: WRAP FEE PROGRAM BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050990","versionId":1050990,"submittedOn":"2026-07-07"},{"name":"FORM ADV PART 2A - FIRM BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050989","versionId":1050989,"submittedOn":"2026-07-07"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":358371683}],"custodyNote":"Consolidated Capital Management has custody of $96.8M in client assets for 123 clients.","otherCustodians":[],"leadership":[{"name":"Khrysten Baltazar","title":"Chief Compliance Officer & Member","crd":"6165065"},{"name":"Alexis Cole","title":"Secretary & Managing Member","crd":"4794870"},{"name":"Emily Logan","title":"Managing Member","crd":"5197746"},{"name":"Bradley Salo","title":"Chief Investment Officer & Managing Member","crd":"1674662"}],"ownership":[{"label":"Bradley Salo","detail":"Chief investment officer & managing member in the 25% to 50% ownership band and a control person, since March 2004."},{"label":"Alexis Cole","detail":"Secretary & managing member in the 5% to 10% ownership band, since February 2021. 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Consolidated Capital Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Consolidated Capital Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Consolidated Capital Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Consolidated Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Consolidated Capital Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Consolidated Capital Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Consolidated Capital Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Consolidated Capital Management?","answer":"Consolidated Capital Management’s main office is at 2520 West Olive Avenue, Suite 300, Burbank, CA 91505. Its phone number is 818-766-0660. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}