Tara Helen Koda
Investment adviser representative at California Capital Management
10 yearsExperience
1 stateRegistered in
$358.4MFirm assets
14 yearsFirm in business
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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
10 years in the industry.
- California Capital ManagementJul 2023 to now
- In Home Support ServicesJan 2021 to Mar 2026
- Environet Inc.Aug 2017 to Jun 2023
- UnemployedApr 2016 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7782324
- Firm CRD
- 130734