CALIFORNIA CAPITAL MANAGEMENT

Legal name: CONSOLIDATED CAPITAL MANAGEMENT, LLC

CRD 130734File 801-76714

APPROVED

Retail clients

Custody

Filing as of Jul 7, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$358.4M

Below cohort median (national)

Discretionary AUM

$358.4M

Clients

352

867 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Jun 8, 2012
Principal office: 2520 WEST OLIVE AVENUE, SUITE 300, BURBANK, CA, 91505
Phone: 818-766-0660
Website: HTTP://WWW.CALCAPMGT.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $358.4M
Discretionary AUM: $358.4M
Non-discretionary AUM: $0
Discretionary accounts: 867
Non-discretionary accounts: 0
Total accounts: 867
AUM per client: $1.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$4K
High net worth individuals	112	$250.2M
Pension and profit sharing plans	5	$6.6M
Individuals (other than high net worth individuals)	235	$101.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.