Alexis Cole
Investment adviser representative at California Capital Management
5 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
5 years in the industry.
- California Capital ManagementNov 2013 to now
- Purshe Kaplan Sterling InvestmentsOct 2016 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (CA, NC).
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
- 4794870
- Firm CRD
- 130734