Tara Koda
California Capital Management · Burbank, California
Tara Koda is a fee-only financial advisor at California Capital Management in Burbank, California. 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 | Burbank, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $358.4M across 867 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7782324 |
| Exams passed | Series 65 (2026) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.calcapmgt.com |
How Tara'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 Tara
Is Tara Koda a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tara 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 Tara charge for financial advice?
Tara's firm, California Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Tara Koda based?
Tara Koda is based in Burbank, California.
Is Tara Koda registered with the SEC?
Yes. Tara Koda is registered as an investment adviser representative in CA (CRD 7782324), 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 Tara Koda?
Through Tara'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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