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).

By the Numbers
  • Total Assets Under Management
    7,425
    MILLION
  • Total Number of Accounts
    1,038
    ACCOUNTS
  • 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
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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