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Building 2EL CAPITAN ADVISORS

Map pinSANTA BARBARA, CA
Phone(833) 463-5227
NotebookSEC #801-121377
Total AUM
$7.4B
Employees
9
Clients
1,038

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1900 STATE STREET
SUITE J
SANTA BARBARA
CA 93101
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
(833) 463-5227

ReceiptFinancials

Total AUM
$7.4B
Accounts
1,038
Discretionary
$1.4B
Accounts
72
Non-Discretionary
$6B
Accounts
966

ContactClients

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HNW Individual Clients
104
AUM
$2.3B
Banking Clients
72
AUM
$1.4B
Corporation or Business Clients
862
AUM
$3.7B

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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