Consolidated Capital Management, Llc
- Regulatory AUM
- $358M
- Discretionary
- $358M
- Clients
- 352
- Avg AUM / client
- $1.0M
- Accounts
- 867
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 07, 2026
Investments (13F portfolio — 74 positions, $309,611,166)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | First Tr Exchange Traded Fd | CORE INVESTMENT | $15,840,227 | 755,736 | 5.12% | 4.42% |
| 2 | Apple Inc | COM | $14,550,877 | 57,334 | 4.7% | 4.06% |
| 3 | Amazon Com Inc | COM | $12,921,280 | 62,041 | 4.17% | 3.61% |
| 4 | Spdr Gold Tr | GOLD SHS | $12,711,197 | 29,541 | 4.11% | 3.55% |
| 5 | Intel Corp | COM | $12,686,890 | 287,489 | 4.1% | 3.54% |
| 6 | Nvidia Corporation | COM | $12,289,116 | 70,465 | 3.97% | 3.43% |
| 7 | Alphabet Inc | CAP STK CL A | $12,044,242 | 41,884 | 3.89% | 3.36% |
| 8 | Morgan Stanley Etf Trust | EATON VANCE INCO | $11,705,111 | 235,705 | 3.78% | 3.27% |
| 9 | Ishares Tr | RUSSELL 2000 ETF | $11,229,688 | 45,281 | 3.63% | 3.13% |
| 10 | Vaneck Etf Trust | URANIUM AND NUCL | $11,214,199 | 84,197 | 3.62% | 3.13% |
| 11 | Costco Wholesale Corporation | COM | $10,508,201 | 10,546 | 3.39% | 2.93% |
| 12 | Lockheed Martin Corp | COM | $10,352,597 | 17,129 | 3.34% | 2.89% |
| 13 | Spdr Series Trust | STATE STREET SPD | $10,260,893 | 390,148 | 3.31% | 2.86% |
| 14 | Microsoft Corp | COM | $9,548,431 | 25,795 | 3.08% | 2.66% |
| 15 | Ishares Tr | US HLTHCARE ETF | $9,531,612 | 154,634 | 3.08% | 2.66% |
| 16 | Caterpillar Inc | COM | $9,426,924 | 13,306 | 3.04% | 2.63% |
| 17 | Leidos Holdings Inc | COM | $9,182,679 | 59,045 | 2.97% | 2.56% |
| 18 | Ge Aerospace | COM NEW | $9,012,653 | 31,760 | 2.91% | 2.51% |
| 19 | Visa Inc | COM CL A | $8,515,953 | 28,176 | 2.75% | 2.38% |
| 20 | Jpmorgan Chase & Co | COM | $7,598,742 | 25,832 | 2.45% | 2.12% |
| 21 | Coinbase Global Inc | COM CL A | $7,521,326 | 43,075 | 2.43% | 2.1% |
| 22 | Spdr Series Trust | STATE STREET SPD | $7,174,089 | 121,143 | 2.32% | 2.0% |
| 23 | Asml Hldg Nv | N Y REGISTRY SHS | $7,092,858 | 5,370 | 2.29% | 1.98% |
| 24 | Lam Research Corp | COM NEW | $7,075,351 | 33,115 | 2.29% | 1.97% |
| 25 | Digital Rlty Tr Inc | COM | $7,010,890 | 38,904 | 2.26% | 1.96% |
Top 25 of 74 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 235 | $102M | 28.3% |
| High net worth individuals | 112 | $250M | 69.8% |
| Pension and profit sharing plans | 5 | $6.6M | 1.83% |
| Corporations and other businesses | Fewer than 5 | $3.8K | 0.0% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bradley Jay Salo | Chief Investment Officer & Managing Member | CFP | Mar 2004 (22y) | 25% – 50% |
| Gregory John Zedlar | Owner | Chartered Financial Consultant | Jun 2004 (22y) | ≈ 18.75% – 50% via Texas Consolidated Group, Llc |
| Hemmann, Scott, G | Chief Compliance Officer | May 2012 (14y) | Less than 5% | |
| Emily Elizabeth Logan | Managing Member | CFP | Oct 2014 (12y) | 10% – 25% |
| Alexis Cole | Secretary & Managing Member | CFP | Feb 2021 (6y) | 10% – 25% |
| Amir Tavakol | Registered representative | Jan 2025 (2y) | ||
| Tara Helen Koda | Registered representative | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Texas Consolidated Group, Llc | Managing Member | Nov 2020 | A | 25% – 50% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Gregory John Zedlar: 75% – 100% of Texas Consolidated Group, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/07/2026 | 923 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $358M (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 07, 2026.
View current Form ADV (SEC/IAPD) ↗