California Capital Management, operating as Consolidated Capital Management, LLC, offers investment advisory services to individuals and various clients. Established in 2004, the firm specializes in Comprehensive Portfolio Management and Retirement Plan Consulting. The ownership structure includes Gregory J. Zedlar, Bradley Salo, Emily Logan, Alexis Cole, and Khrysten Baltazar. Clients can impose reasonable restrictions on investments within the Wrap Fee Program. The firm manages $320,956,754 on a discretionary basis. Fees for Comprehensive Portfolio Management are negotiable, with no transaction costs for trades. Retirement Plan Consulting fees are based on a percentage of assets under management, not exceeding 1.50%. The firm follows a fiduciary duty and offers individualized investment advice. Investment strategies include long-term and short-term purchases, trading, and option writing. California Capital Management uses various methods of analysis and specializes in risk management strategies. Clients receive quarterly account statements from the custodian, Charles Schwab & Co., Inc. The firm does not accept proxy authority to vote client securities. No disciplinary events are reported, and the firm does not require prepayment exceeding $1,200 in fees.

NPB Financial Group, LLC, established in August 2005, operates as a general securities broker-dealer and a Registered Investment Advisor (RIA). The firm specializes in financial planning and estate planning, with a focus on investment advice. NPB's team includes Certified Financial Planners with extensive industry experience. The firm offers financial planning services based on hourly, asset-based, or fixed fees, tailored to clients' financial goals. As of February 28, 2022, NPB managed approximately $131.7 million on a discretionary basis and $117.1 million on a non-discretionary basis. Clients include individuals, high net worth individuals, trusts, estates, retirement plans, corporations, and other entities. NPB does not charge performance-based fees and does not engage in side-by-side management. The firm uses fundamental, technical, and cyclical analysis in investment decision-making. NPB has a code of ethics that guides personal securities transactions and requires disclosure of conflicts of interest. The firm does not hold client funds or securities, and all client accounts are monitored regularly. NPB does not vote proxies for client securities. The firm received a PPP Loan in 2020, which was fully forgiven in 2021. NPB provides audited financial statements and does not require prepayment exceeding $1,200 per client six months in advance.

Kensington A.M.I. LLC is a registered investment adviser based in Burbank, CA, established in January 2008 by Benjamin Lupu, a Certified Financial Planner (CFP®). The firm specializes in providing investment advisory services, financial planning, and economic analysis. They offer management of total return, growth, and income portfolios, as well as non-securities related financial planning services. Kensington A.M.I. serves individuals, high net worth individuals, and pension and profit sharing plans. The firm does not participate in wrap fee programs and has over $72 million in assets under management as of January 2025. Fees at Kensington A.M.I. are negotiable and typically range between 1% and 2% of total assets under management. Clients may receive financial planning services free of charge at the discretion of the adviser. The firm does not charge performance-based fees. Investment discretion is granted to the adviser to make decisions on securities, brokers, and commission rates. Clients are encouraged to name a Trusted Contact and are responsible for accurate disclosures and informed decision-making. The adviser maintains data security through Fidelity Institutional Wealth Services. Benjamin Lupu, the principal executive officer, has a background in financial planning and investment management. He holds the CFP® designation and has over 20 years of experience in the industry. Mr. Lupu has a clean disciplinary record and is the supervising member of the firm. The firm's financial condition is stable, and Mr. Lupu does not engage in any other business activities for compensation. Clients are assured of Mr. Lupu's commitment to ethical conduct and fiduciary responsibilities.

Siphron Capital Management is a financial advisory firm based in Burbank, California. It currently has approximately $10,636,764 of assets under management and employs about 3 people. Siphron Capital Management uses a fee structure of and a percentage of assets under your management.