News & Press Releases

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

LAFAYETTE, CA – May 23, 2019 – 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 (https://www.accfb.org/about-us/our-team/Ian-Castille). 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 […]

LAFAYETTE, CA – April 16, 2019 – 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, […]

LAFAYETTE, CA – April 18, 2017 – 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 […]

LAFAYETTE, CA— Sept. 2009 — 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 […]

LAFAYETTE, CA— Sept. 2008 — 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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