CAPITAL PERFORMANCE ADVISORS LLP

THOMAS DOLL
WALNUT CREEK, California·11 registered advisors·CRD# 108052
SEC# 801-577271925.939.2500
01

Firm Overview

AUM
$1.4B
Regulatory assets under management
Employees
13
Total firm employees
Advisors
11
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CAPITAL PERFORMANCE ADVISORS LLP

11 registered advisors
Barry Wilson Oliver
WALNUT CREEK, California
Brent Pratt Thomas
WALNUT CREEK, California
Carson Knudsen Henderson
WALNUT CREEK, California
David Kristian Harlow
WALNUT CREEK, California
Jared Mark Nelson
WALNUT CREEK, California
Jay Paul Wirig
WALNUT CREEK, California
Jay W Wirig
WALNUT CREEK, California
John Haden Werhan
WALNUT CREEK, California
Joseph Eugene Kalinowski
WALNUT CREEK, California
Sherman Leroy Doll
WALNUT CREEK, California
Steven Erwin Leininger
WALNUT CREEK, California
05

Office Locations

WALNUT CREEK, California
11 advisors

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Data sourced from SEC Form ADV filings. CAPITAL PERFORMANCE ADVISORS LLP (CRD# 108052) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.