John Goldberg
Capital Trust Advisors · Piedmont, California
John Goldberg is a fee-only financial advisor at Capital Trust Advisors in Piedmont, California, who holds the CFA credential. Capital Trust Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Capital Trust Advisors |
|---|---|
| Based in | Piedmont, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $402.6M across 514 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX · CRD 4340059 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | capitaltrustadvisors.com |
| Profile |
How John's firm compares
- Capital Trust Advisors's average account is about $783,000, from its Form ADV (assets managed divided by 514 accounts).
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Questions about John
Is John Goldberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Capital Trust Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Capital Trust Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is John Goldberg based?
John Goldberg is based in Piedmont, California.
What credentials does John Goldberg hold?
John Goldberg holds the CFA credential.
Is John Goldberg registered with the SEC?
Yes. John Goldberg is registered as an investment adviser representative in TX (CRD 4340059), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Capital Trust Advisors manage?
Capital Trust Advisors reports $402.6M across 514 accounts in assets under management.
How do I contact John Goldberg?
Through John's website, capitaltrustadvisors.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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