# Alexis Cole

> Alexis Cole is a fee-only financial advisor at California Capital Management in Black Mountain, North Carolina, who holds the CFP credential. California Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/alexis-cole/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** California Capital Management
- **Based in:** Black Mountain, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $358.4M across 867 accounts
- **Credentials:** CFP
- **CRD:** 4794870 (https://adviserinfo.sec.gov/individual/summary/4794870)
- **SEC registration:** Investment adviser representative in CA, NC
- **Exams passed:** Series 66 (2005)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** http://www.calcapmgt.com

## Frequently asked questions

### Is Alexis Cole a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Alexis holds no broker registration, and California Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Alexis charge for financial advice?

Alexis's firm, California Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Alexis Cole based?

Alexis Cole is based in Black Mountain, North Carolina.

### What credentials does Alexis Cole hold?

Alexis Cole holds the CFP credential.

### Is Alexis Cole registered with the SEC?

Yes. Alexis Cole is registered as an investment adviser representative in CA and NC (CRD 4794870), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does California Capital Management manage?

California Capital Management reports $358.4M across 867 accounts in assets under management.

### How do I contact Alexis Cole?

Through Alexis's website, www.calcapmgt.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4794870): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.