Robert Crane Fitzwilson

Employer firm

The Portola Group Inc CRD 105359

$41.4M regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

The Portola Group Inc

Calistoga, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-08-23

CA RA
APPROVED

Since 2026-08-23

Branch Locations

Calistoga, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
The Portola Group, Inc.	San Jose	CA	09/1979	Present

09/1979 → Present

The Portola Group, Inc.

San Jose, CA

Previous Registrations

1997-07-08 → 2019-12-31

The Portola Group Inc

San Jose, CA

Other Businesses

WealthKit, Inc. (Originally Calistoga Ventures, Inc.) Business is software development, non-investment related. Address is 3150 Almaden Expressway, Suite 233, San Jose, California 95118. Position is founder/ceo. Software is being developed for investment professionals as a planning tool. Portola Group will hopefully become a customer. Hours spent at this point are 5% of my time.