Gregory Zedlar
California Capital Management · North Hollywood, California
Gregory Zedlar is a fee-only financial advisor at California Capital Management in North Hollywood, California, who holds the ChFC 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 | North Hollywood, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $358.4M across 867 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in AZ, CA, FL, TX · CRD 2004286 |
| Exams passed | Series 66 (2004) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.calcapmgt.com |
| Profile |
How Gregory'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 Gregory
Is Gregory Zedlar a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gregory 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 Gregory charge for financial advice?
Gregory's firm, California Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Gregory Zedlar based?
Gregory Zedlar is based in North Hollywood, California.
What credentials does Gregory Zedlar hold?
Gregory Zedlar holds the ChFC credential.
Is Gregory Zedlar registered with the SEC?
Yes. Gregory Zedlar is registered as an investment adviser representative in AZ, CA, FL and TX (CRD 2004286), 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 Gregory Zedlar?
Through Gregory'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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