El Capitan Advisors
El Capitan Advisors (CRD# 290340) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $7,425,381,304 in 1,038 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management7,425MILLION
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Total Number of Accounts1,038ACCOUNTS
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Average Account Value$7,153,547
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at El Capitan Advisors
No Advisor Found.
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