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Calvin Hedman

20 Years of Experience
Torrance, CA
BrokerSells Insurance

Calvin Hedman is a registered investment advisor at Catalina Capital Group, LLC, based in Torrance, CA, with 20 years of industry experience. Calvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 238 clients with $620M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
238 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$616.3M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2601 Airport Drive, Suite 375, Torrance, CA, 90505

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Calvin is involved in several business activities, including public accounting services as President of HP Holdings, real estate ventures, and marketing services. He also receives compensation from life insurance referrals and spends minimal time on these activities.

Employment History
Current Registrations
Catalina Capital Group, LLC
September 2017 - Present · 8 yrs 8 mos
Stillpoint Capital, LLC
March 2006 - Present · 20 yrs 2 mos
Stillpoint Capital, LLCBroker
March 2006 - Present · 20 yrs 2 mos
Previous Registrations
Ep Wealth Advisors
October 2009 - February 2018 · 8 yrs 4 mos
State Registrations3 states
CANYPA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.