News & Press Releases

Learn more about Capital Advantage through our latest news, press releases and recent media coverage.

Capital Advantage, Inc. Welcomes New Senior Financial Advisor Jason Terhune, CIMA®, CFP®

We are pleased to announce that Jason Terhune, CIMA®, CFP® has joined the Capital Advantage, Inc. team. Jason will work closely with Founder John Hayman and Senior Service Advisor Catherine Norris as a Senior Financial Advisor and will be integral in supporting key accounts. Introducing Jason Terhune, CIMA®, CFP®, Senior Financial Advisor Jason is a […]

Capital Advantage, Inc. Surpasses $800 Million AUM in Troubled Times: Uncertain economy drives demand for professional financial advice

San Francisco Bay Area based financial advisory firm Capital Advantage, Inc. is proud to announce that it has surpassed a significant milestone of $800 million assets under management (AUM), reaching $803,099,528 on October 16, 2020.1 “Once again, we have further cemented Capital Advantage, Inc. as a leading wealth management firm in Lamorinda,” stated Founder John […]

Capital Advantage Financial Advisor Ben Agron Earns CFP® Certification

Capital Advantage is proud to announce that Financial Advisor Ben Agron, CFP®, CRPC® has earned the CERTIFIED FINANCIAL PLANNER™ certification. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination. Ben joined Capital […]

Ian Castille, CFP® of Capital Advantage, Inc. Elected to Alameda County Community Food Bank Board

Principal and Senior Financial Advisor at Capital Advantage, Inc., Ian Castille, CFP®, has been elected to the Alameda County Community Food Bank (ACCFB) Board of Directors ( ACCFB is a non-profit organization at the forefront of hunger-relief efforts in the community. They serve 116,000 people each month and distributed enough food for 27 million meals […]

Capital Advantage, Inc. Surpasses $700 Million Assets Under Management – Founder Cites Time-Honored Business Values as Fundamental to Success

Capital Advantage, Inc. is proud to announce that it has surpassed a major milestone of $700 million assets under management (AUM), reaching $713,942,308 as of March 31, 2019. A leading financial advisory firm in the East Bay, Capital Advantage is the largest 100% fee-only wealth management and financial planning firm in the Lamorinda community (Lafayette, […]

Capital Advantage Surpasses $600 Million in Assets Under Management – Cements Spot as Largest Wealth Management Firm* in the Affluent Bay Area Enclave of Lamorinda (Lafayette, Orinda and Moraga, CA)

Capital Advantage, Inc. announced today that the firm has surpassed the important milestone of $600 million in assets under management. Capital Advantage reached this critical benchmark with $88 million in year-to-year growth1 by focusing on the firm’s core strengths—strategic investment management and financial planning combined with superior client service. As a 100% fee-only registered investment […]

Capital Advantage, Inc.’s Colin Taylor Achieves CFA Designation

Capital Advantage, Inc. President and Founder John Hayman, CFP® is pleased to announce that Colin Taylor has passed the CFA Level III exam and has been awarded the Chartered Financial Analyst® designation from the CFA Institute. The Chartered Financial Analyst® (CFA) credential has become the most respected and recognized investment designation in the world, and […]

Capital Advantage, Inc. Thrives Despite Recession

Despite the great recession, Capital Advantage, Inc. utilizes strategic investment management combined with superior client service to surpass 375 clients and $260 million in managed assets. Capital Advantage, Inc., one of the East Bay’s larger independent Registered Investment Advisors, inked contracts this year with 25 new clients – representing roughly $33 million of new business […]

Capital Advantage, Inc. Promotes Henke to Chief Compliance Officer

John Hayman, CFP – Founder and President of Capital Advantage, Inc. – has announced the promotion of Dawnalizabeth Henke to Chief Compliance Officer. Hayman says, “I am very proud and confident in promoting Dawnalizabeth to this mission critical position within our firm.” Dawnalizabeth has over ten years experience within the investment industry and has demonstrated […]

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