Alexis Cole
California Capital Management · Black Mountain, North Carolina
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.
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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 | $358.4M across 867 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, NC · CRD 4794870 |
| Exams passed | Series 66 (2005) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.calcapmgt.com |
| Profile |
How Alexis's firm compares
- California Capital Management's average account is about $413,000, from its Form ADV (assets managed divided by 867 accounts).
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Questions about Alexis
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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