CH
Calvin D. Hedman
CATALINA CAPITAL GROUP
Torrance, CA 90505
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CRD#: 5099240
CH
Professional summary
Calvin Dean Hedman is a registered financial advisor currently at CATALINA CAPITAL GROUP, LLC located in Torrance, California and STILLPOINT CAPITAL, LLC located in Tampa, Florida.
Calvin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Calvin has worked at 3 firms and has passed the Series 65, Series 63, Series 79TO, SIE and Series 62 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
First 7 Entries are non- securities related, 27441 Tourney Rd., Ste. 200, Valencia ,CA 1.HP Holdings, Inc. (formerly Hedman Partners, formerly Hedman & Assoc.). CPA, President, 25-35 hrs. per week. Compensation received via salary and bonus. Public accounting services.2.Hedman M&A Advisors. Generally asset sales of business. Owner & Managing Partner. Typically 5-20 hrs. per week. Compensation received via salary. 3.Tourney Road Partners, LLC. Real estate, commercial buildings. 34% Owner, less than 2 hrs. per week. Compensation received via distributions. manage commercial multi- tenant building. 4. Raleigh Hedman Insurance Services, Inc. DB Raleigh Hedman Financial Services. Life insurance referrals, 0-3 hrs. per week. Compensation is received via salary and shareholder distributions. 5.S.C.Business Promotions. Marketing services, 60% owner. Typically 1-10 hrs. per week. Marketing and promotional activities. Compensation received via reimbursements, limited compensation potential.6. Tourney Road Holdings, Holding company. Make real estate investments, owner, passive investment. No day to day duties. No hrs. devoted to this entity and no compensation is received. 8.Santa Clarita Valley Economic Development Corporation: 26455 Rockwell Canyon Road, UCEN 263, Valencia, CA 91355. Co-Chair for Board of Directors. Non- securities. No compensation is received. Typically 1-5 hrs. per week. Non-profit mission to attract and retain business in Santa Clarita Valley.9. FKAC, LLP: 2268 Pontiac Circle, Naperville, IL 60565. Non- securities, related, 25% Owner as LLC Member. Compensation received via membership distributions. Less than 10 hrs. per year. Ownership, maintenance, and rental of farm land. 10.Catalina Capital Group, 2601 Airport Drive, Ste 120, Torrance, CA 90505. Securities related, RR dually registered with this entity. Solicitor income from introductions only, no recommendations or execution will be conducted by the RR. Typically 1-5 hrs. per month and hrs. are kept during regular business hrs. Compensation varies based on introductions.11. EP Wealth Advisors, 21515 Hawthorne Blvd., Ste 1200, Torrance, CA 90503. Solicitor income from introductions only, no recommendation or execution will be conducted by the RR. Typically 1-3 hrs. a week and hrs. are kept during normal business hrs. Compensation varies based on introductions.12. Oppeinheimer & Co. Inc. 85 Broad Street,24TH Fl., New York, NY. Securities related, solicitor income from introductions only, no recommendations or execution will be conducted by the RR. Compensation varies based introductions. Typically 1-3 hrs. per month and hours are kept during regular business hours.13. Hedman Partners LLP, 27441 Tourney Road, Ste 200, Valencia, CA. 91355. Non-securities related, managing partner. Compensation received via partner distributions. Typically 25 hours per week and hours are kept during regular business hours. Oversee and manage the operations of the entity.14. Real Life Church, 23841 Newhall Ranch Road, Valencia, CA 91355. Non- securities related, Director and Member of Finance Committee. No compensation is received. Typically 4 hours per month and hours are not kept during normal business hours. Non-profit church, meet periodically to review financial results and provide input to pastor and CFO regarding financial matters. Discuss any business/ operating matters. 15. Vance Wealth Group, Inc., 26491 Summit Circle, Santa Clarita, CA 91350. Securities related, dually registered consultant. Solicit and introductions only, no recommendations or execution by the RR. Typically 2 hrs. per week during normal business hours. Started 9/11/2024.
CRS (Client Relationship Summary) - RIA
Click below to view Calvin Dean Hedman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 1, 2017 - Present
CATALINA CAPITAL GROUP, LLC
Office #1: 2601 Airport Drive Suite 375, Torrance, CA 90505RIA
CRD#: 172556
Torrance, CA
Current
March 3, 2006 - Present
STILLPOINT CAPITAL, LLC
Office #1: 4830 West Kennedy Blvd, Suite 600, Tampa, FL 33609BD
CRD#: 133146
TAMPA, FL
Past
October 2, 2009 - February 8, 2018
EP WEALTH ADVISORS
RIA
CRD#: 111147
TORRANCE, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CC
CATALINA CAPITAL GROUP, LLC
CATALINA CAPITAL GROUP, LLC | SMART HARVEST SOLUTIONS | FINOGY
CRD#: 172556 / SEC#: 801-110269
RIA
Registered Investment Advisory firm - (4/13/2017 Approved)California
Registered Investment Advisory firm - (7/12/2017 Terminated)Florida
Registered Investment Advisory firm - (6/12/2017 Terminated)Texas
Registered Investment Advisory firm - (6/12/2017 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(3/27/2006)
IAR
California(9/1/2017)
RR
Pennsylvania(10/10/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 3/2/2006
Corporate Securities Limited Representative ExaminationSRO Registrations
RR
FINRA
Current Firm
CC
CATALINA CAPITAL GROUP, LLC
CATALINA CAPITAL GROUP, LLC | SMART HARVEST SOLUTIONS | FINOGY
CRD#: 172556 / SEC#: 801-110269
RIA
Registered Investment Advisory firm - (4/13/2017 Approved)California
Registered Investment Advisory firm - (7/12/2017 Terminated)Florida
Registered Investment Advisory firm - (6/12/2017 Terminated)Texas
Registered Investment Advisory firm - (6/12/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2601 Airport Drive Suite 375, Torrance, CA 90505
Mailing Address
Phone number
(310) 540-5544
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 740 |
| AUM (Assets Under Management) | $ 766,877,957 |
Red Flags
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