Gregory John Zedlar
Investment adviser representative at California Capital Management
22 yearsExperience
4 statesRegistered in
ChFC®Designation
$358.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- California Capital ManagementJun 2004 to now
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 4 states (AZ, CA, FL, TX).
California Capital Management
Legal name: Consolidated Capital Management, LLC
$358.4MAssets managed
352Clients
5Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2004286
- Firm CRD
- 130734